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Alpha & Omega

Alpha & Omega. CRD 105548

Alpha & Omega logo

CRD: 105548

Alpha & Omega

LA Mesa, CA, 91942
6194627812
www.aobenefits.com
$40.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
11 Employees
137 ADV. Clients
51 yrs Firm Age

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Firm Details

Custodian
Altruist · Assetmark · Fidelity/NFS · SEI · Truist Bank
Clients
Retail
Platforms
Alpha ridge
Established Date
06-01-1975
Office Locations
1

Office Locations

8580 LA Mesa Blvd STE 100 LA Mesa CA

About Alpha & Omega

Alpha & Omega provides customized benefits and retirement plan design, implementation, and administration for small to mid-size employers, pairing plan sponsor third-party administration for qualified plans with retirement investment advisory for IRA and brokerage accounts. The firm builds market-based portfolios designed to let capital markets work, and supports client access through SEI.

Team overview

43 AVG AGE
$20.1M AVG AUM / ADVISOR
$293.9K AVG AUM / CLIENT
17.2 yrs AVG TENURE
11 Employees
2 Advisory Reps
3 RIA Reps
51yrs Firm Age

Insights

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Asset Classes

Catalyst

Client Personas

Pathway Element

Custodian

Timber North Bridge element Pathway glacier Unison horizon Wave Peak alpha Summit Wave pathway Oak horizon Ridge ember Pioneer Catalyst focus

Investment Themes

Pioneer catalyst Atlas

Investment Vehicles

Signal

Platform

Capital vertex Wave

Services

Vector Prime momentum Oak insight Timber Zenith peak

Technology

Matrix oak

Owner & Executives

A

ATHANASIOS K PREOVOLOS MR.

Chief Compliance Officer, Chief Executive Officer, CLO, President

CRD
#5042711
Ownership
25% but less than 50%
(369) 303-3041
radial.focus@vitalcapital.com
in linkedin.com/in/peak-delta
L

LITSA STELLA PREOVOLOS

Chief Executive Officer, Co-founder, EXECUTIVE VICE PRESIDENT, President

CRD
--
Ownership
10% but less than 25%
(978) 493-4520
horizon.pathway@focuscapital.com
in linkedin.com/in/alpha-horizon
L

Legacy signal

Pioneer peak vital

CRD
#63147
Ownership
31.9%
(263) 652-8917
pathway.foundation@fusioncapital.com
in linkedin.com/in/timber-quantum

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Contacts

FIEL ARMANDO BARROW

FIEL ARMANDO BARROW

Senior Investment Advisor

CRD
#5498447
(211) 888-1653
legacy.eagle@vertexcapital.com
in linkedin.com/in/foundation-signal
W

Wesley Alan Schevers

Advisor

CRD
#7415590
(252) 648-8458
alpha.delta@summitcapital.com
in linkedin.com/in/atlas-summit

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
01-15-2019
01-30-2020
01-29-2021
10-05-2022
05-09-2023
Category Assets AVG. Account size
Discretionary $0 $46,838
Non-Discretionary $40,268,252 $120,319
Total $40,268,252 $119,721

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Separately Managed Accounts

Total SMA Asset: $40,268,252

$40.3M Total SMA
Public Funds:
37.4%
Equity - Exchange:
6.3%
Cash:
13.5%
U.S. Government/Agency:
25.8%
Corporate - Investment Grade:
17.0%
Asset class Assets Assets %
Public Funds $1,603,398,641 37.4%
Equity - Exchange $270,091,215 6.3%
Cash $578,766,889 13.5%
U.S. Government/Agency $1,106,087,833 25.8%
Corporate - Investment Grade $728,817,565 17.0%
Total $4,287,162,143 100.0%

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