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How does the advisor help clients – Key Takeaways:

OMEGA FUND MANAGEMENT, LLC is a trusted financial advisory firm that provides expert guidance and support to its clients. With a strong team of financial professionals, the firm offers a wide range of services and caters to different types of clients, helping them achieve their financial goals.

Here are some key takeaways that highlight how OMEGA FUND MANAGEMENT, LLC helps its clients:

  • Expert financial advice from experienced professionals
  • A personalized approach to investment management
  • Diverse investment strategies for long-term growth
  • Regular portfolio review and management
  • Access to a variety of financial tools and resources

Facts and Insights

OMEGA FUND MANAGEMENT, LLC is a well-established firm with a strong track record of helping clients achieve financial success. Let’s take a look at some facts and insights about the firm:

Assets Under Management $500 million
Number of Advisors 10
Time in Business 20 years

Financial Services Offered

OMEGA FUND MANAGEMENT, LLC offers a comprehensive range of financial services to meet the needs of its diverse client base. Some of the services offered by the firm include:

  • Investment management
  • Retirement planning
  • Estate planning
  • Tax planning
  • Insurance planning

Client Types

The firm caters to a wide range of clients, including individuals, families, and businesses. OMEGA FUND MANAGEMENT, LLC understands that each client has unique goals and needs, and it works closely with them to create customized financial solutions that align with their objectives.

Fees & Compensation

OMEGA FUND MANAGEMENT, LLC is committed to transparency when it comes to fees and compensation. The firm charges a fee based on a percentage of the assets under management. This fee structure ensures that the firm’s interests are aligned with those of its clients.


OMEGA FUND MANAGEMENT, LLC was founded in 2000 and has been providing top-notch financial services to its clients for the past 20 years. The firm’s team of advisors has extensive experience in the financial industry and is dedicated to helping clients achieve their financial goals.

Financial Advisor Disclosures to Know

OMEGA FUND MANAGEMENT, LLC is a registered investment advisor and is required to disclose any potential conflicts of interest or disciplinary actions. Clients can access this information on the firm’s Form ADV, which is available on the SEC’s website.

Company Information

Main Office

Mail Office

Other Information

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