OMNI FINANCIAL LLC
SEC Form ADV profile.
Total regulatory AUM
$116,910,095
Discretionary
$115,274,250
Non-discretionary
$1,635,845
Firm details
- CRD number
- 314670
- SEC file number
- 801-131556
- Main office
- MADISON, WI, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.