O
$36.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
94 ADV. Clients
1 yrs Firm Age
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- Custodian
- Alpaca · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2025
- Office Locations
- 1
Office Locations
12 E 33rd ST Fl10 NEW York NY
About Omen Advisory, LLC
Omen Advisory, LLC is a digital investment adviser (SEC registration pending) serving U.S. residents with AI-driven research, portfolio management, and automated trade execution via customizable “agent” strategies, including risk-labeled thematic equity baskets (e.g., AI and semiconductors). Brokerage services are provided through Alpaca Securities (FINRA/SIPC).
Team overview
-- AVG AGE
$36.0K AVG AUM / ADVISOR
$383 AVG AUM / CLIENT
1.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
Available
Owner & Executives
D
Daniel Jeong
Chief Compliance Officer, Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
K
Kevin Ma
CHIEF TECHNOLOGY OFFICER
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $36,000 | $383 |
| Total | $36,000 | $383 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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