Omni Financial Llc, WI — Investment Adviser | BuildTrust

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OMNI FINANCIAL LLC

Investment AdviceMADISON, WI

Assets Under Management

$105M

Total AUM

Donut chart: Discretionary 103.4M, Non-Discretionary 1.6M
Category	Value
Discretionary	103.4M
Non-Discretionary	1.6M

Adviser Information

Field	Value
CRD Number	314670
SEC Number	801-131556
Street Address	5944 SEMINOLE CENTRE
Street Address 2	SUITE 200
Location	MADISON, WI 53711
Country	United States
Phone	608-467-4333
Total Employees	2

Client Count by Type (496 Total)

Horizontal bar chart: Individuals (other than H… 403, High Net Worth Individual… 93
Category	Value
Individuals (other than H…	403
High Net Worth Individual…	93