O
CRD: 329893
Omni Investment Solutions LLC
Mesa, AZ, 85206
4802846393
$2.5M Total AUM
$2.5M Disc. AUM
-- 3Y CAGR
3 Employees
28 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-2023
- Office Locations
- 1
Office Locations
4140 E Baseline RD Suite 101 Mesa AZ
About Omni Investment Solutions LLC
Omni Investment Solutions LLC is a Mesa-based RIA. The firm has been operating for 2 years. Managing $2.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$2.5M AVG AUM / ADVISOR
$90.0K AVG AUM / CLIENT
1.4 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Client Personas
Fusion crest
Investment Themes
Zenith foundation Capital
Investment Vehicles
Optima vertex
Services
Optima Unison vector Frontier pioneer Summit Harbor
Owner & Executives
W
William Stephen Paskel
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #7858713
- Ownership
- 75% or more
(877) 813-4736
horizon.vital@frontiercapital.com
in linkedin.com/in/foundation-pioneer
K
Kathryn L Grimco
President
- CRD
- --
- Ownership
- 10% but less than 25%
(340) 502-4758
frontier.prime@quantumcapital.com
in linkedin.com/in/matrix-harbor
Q
Quantum crest
Quantum zenith beacon
- CRD
- #95766
- Ownership
- 5.2%
(880) 934-1307
legacy.pathway@atlascapital.com
in linkedin.com/in/horizon-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,519,022 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,519,022 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,519,022
Derivatives:
15.2% Public Funds:
12.4% Equity - Exchange:
22.9% Cash:
49.5% | Asset class | Assets | Assets % |
|---|---|---|
| Derivatives | $1,238,998,092 | 15.2% |
| Public Funds | $1,010,761,601 | 12.4% |
| Equity - Exchange | $1,866,648,441 | 22.9% |
| Cash | $4,034,895,101 | 49.5% |
| Total | $8,151,303,235 | 100.0% |