Omni Investment Solutions LLC

RIAState Registered

Total AUM

$2.8M

Discretionary

$2.8M

100% of AUM

Avg account

$232K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Mesa, Arizona
CRD number: 329893
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals100%
Corporations / Businesses3.09%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Omni Investment Solutions LLC is an Arizona-registered limited liability company operating as an independent registered investment adviser. The firm is owned by an individual and positions itself as a capital allocator that serves both individual and family clients as well as institutional relationships. Its advisory offerings emphasize financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Fee arrangements include a percentage-of-AUM schedule as well as hourly billing. The firm is not an active ESG investor and lists an affiliation with an insurance company.