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 is registered with the SEC since 2014. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as unclassified in the source data and is not identified as a capital allocator. The snapshot indicates the firm is not an active ESG investor, is not a multi-state adviser, is not newly formed, and does not operate as a pension consultant or related adviser. The firm provided minimal detail about its advisory activities, fee structure, client segments, or broader business lines.

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

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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