Omega Point Securities LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
168935
Registered since
May 12, 2014
Website
nebari.com

Firm profile

FINTRX

Overview

Omega Point Securities LLC is organized as a limited liability company and has been SEC-registered since 2014. FINTRX classifies the firm as unclassified and identifies the owner type as a domestic entity and an individual. The dataset flags the firm as not being a capital allocator, not an active ESG investor, not a multi-state adviser and not a pension consultant. Several standard fields — including fee structure, specific advisory activities and client segmentation — were not provided in the source data. The absence of detailed business-activity descriptions in the record limits what can be said about the firm’s client-facing offerings or investment approach. The registration history indicates an established legal presence since 2014, but the available details do not confirm an active advisory practice or describe any investment strategies.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jonathan Self

    Chief Financial OfficerCRD 4497531

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
3455 Peachtree Rd Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth