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 appears in FINTRX as an SEC-registered adviser since 2014. The platform classifies the firm as "Unclassified" and lists its owner type as a combination of a domestic entity and an individual. FINTRX flags the firm as not being a capital allocator and not an active ESG investor. Several FINTRX attributes indicate limited advisory designations: the firm is not labeled a multi-state adviser, is not marked as newly formed, and is not identified as a pension consultant or a related adviser. Beyond those registry-style descriptors, the firm has not supplied public-facing detail within the provided dataset about its client mix, fee structure, or specific advisory activities.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • JONATHAN SELF

    Chief Financial OfficerCRD 4497531

Wealth teams

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Newly hired reps

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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