OMEGA ADVISORY LLC

Overview

Omega Advisory LLC is a fee-based independent registered investment adviser serving individual and family clients and small business owners. The firm offers comprehensive financial planning and discretionary portfolio management, charging a combination of percentage-of-AUM fees and hourly advisory fees. Portfolio construction favors equities as the primary return engine, implemented largely through exchange-traded instruments. Omega Advisory does not position itself as an ESG-focused manager and operates as a single-state adviser according to its filings. Its business model centers on hands-on planning and portfolio oversight for a modest client base rather than institutional or pension consulting.

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Location & Offices