Omc Financial Services Ltd
Omc Financial Services Ltd is an SEC-registered wealth manager in Dewitt, NY with $328.5M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Omc Financial Services Ltd: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110528, SEC 801-29406, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $328.5M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Dewitt, NY
- Employees
- 7
- Clients
- 269
- CRD
- 110528
- Ownership
- SCOTT, CYNTHIA, ANN; CULLEN, JAMES, MICHAEL
How much AUM does Omc Financial Services Ltd have?
Omc Financial Services Ltd reported $328.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Omc Financial Services Ltd?
Disclosed owners and executives of Omc Financial Services Ltd include SCOTT, CYNTHIA, ANN, CULLEN, JAMES, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.