Omnia Finance, LLC
Firm details
- Headquarters
- Fargo, North Dakota
- CRD number
- 159820
- Registered since
- January 3, 2012
- Website
- omniafinancellc.com
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- Banking / Thrift Institutions100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Omnia Finance, LLC is a privately owned institutional registered investment adviser formed in 2012 and organized as an LLC. The firm’s client base is institutional, and its stated advisory activity is portfolio management for businesses and institutions. Fee arrangements are structured as hourly charges or fixed fees rather than percentage-based asset fees. The firm is not a capital allocator, does not identify as an active ESG investor, and does not describe itself as a multi-state or pension consultant adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds67%
- State & Local Bonds18%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds4%
Contacts
1 of 1
Sean Burian
FounderCRD 6003206
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fargo, ND
Cass
Location
Fargo, ND
Headquartered in Fargo, ND, anchoring the Fargo-Wahpeton, ND-MN metro in the Midwest.
- Metro area
- Fargo-Wahpeton, ND-MN
- Region
- Midwest
- County
- Cass
- Address
- 4654 Amber Valley Pkwy S
- Time zone
- CT (UTC-6)
- Office locations
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