$83.9M Total AUM
$83.9M Disc. AUM
-- 3Y CAGR
1 Employees
154 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-10-2017
- Office Locations
- 1
Office Locations
410 Peachtree Parkway Suite 4245 Cumming GA
About Omega Advisory LLC
Omega Advisory is a fee-based independent RIA providing investment management with an emphasis on long-term portfolio management and fiduciary oversight. Portfolios are primarily implemented with ETFs and managed in client accounts custodied at Charles Schwab. The firm offers no-obligation introductory meetings and supports account setup and transfers for new relationships.
Team overview
-- AVG AGE
$83.9M AVG AUM / ADVISOR
$544.9K AVG AUM / CLIENT
9.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Srikanth Madineni
Chief Compliance Officer, Managing Member
- CRD
- #6750109
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,907,877 | -- |
| Non-Discretionary | $0 | -- |
| Total | $83,907,877 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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