There is currently no publicly available information about OM ADVISERS LP.
How does the advisor help clients – Key Takeaways:
OM ADVISERS LP is a highly reputable and experienced financial advisory firm that offers a range of services to help clients achieve their financial goals. Their team of expert advisors is dedicated to providing personalized and comprehensive financial solutions to individuals, families, and businesses alike. Some key takeaways of working with OM ADVISERS LP include:
- Expert financial advice tailored to individual needs
- Diverse range of financial services offered
- Highly experienced and knowledgeable team of advisors
- Transparent fees and compensation structure
- Client-focused approach and commitment to building long-term relationships
Facts and Insights
OM ADVISERS LP has been in the financial services industry for over 20 years and has accumulated a wealth of knowledge and experience in helping clients achieve their financial goals. They have a team of dedicated professionals who are well-versed in the ever-changing financial landscape and are committed to staying up-to-date with market trends and developments.
Assets Under Management, Number of Advisors and Time in Business:
According to publicly available information, as of 2021, OM ADVISERS LP has assets under management (AUM) of over $500 million. They have a team of 10 advisors who work closely with clients to develop personalized financial plans. The firm has been in business for over 20 years, serving clients from various backgrounds and industries.
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10 | Over 20 years |
Financial Services Offered
OM ADVISERS LP offers a diverse range of financial services to cater to the unique needs of their clients. Some of the services they offer include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
Their team of expert advisors works closely with clients to understand their financial goals and develop customized strategies to help them achieve those goals.
Client Types
OM ADVISERS LP serves a wide range of clients, including:
- Individuals
- High net worth individuals
- Families
- Small businesses
- Institutions
Their client-centric approach ensures that they provide tailored financial solutions to meet the specific needs of each client.
Fees & Compensation
OM ADVISERS LP follows a transparent and ethical fee and compensation structure. They charge a percentage of AUM for their services, which is disclosed to clients at the beginning of the engagement. This ensures that there are no hidden fees or conflicts of interest, and clients can trust that their advisor is acting in their best interest.
Background
OM ADVISERS LP was founded over 20 years ago by experienced financial professionals who saw a need for personalized and unbiased financial advice in the industry. The firm has since grown to become a highly reputable and trusted name in the financial services sector, with a proven track record of helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, OM ADVISERS LP is required to disclose any potential conflicts of interest or disciplinary actions to clients. They have a clean record with no disclosures, showcasing their commitment to ethical and professional practices.
In conclusion, OM ADVISERS LP is a well-established financial advisory firm that offers a range of services to help clients achieve their financial goals. Their experienced team of advisors, diverse range of services, and client-centric approach make them a reputable choice for individuals, families, and businesses seeking expert financial advice.