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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-18-2023
- Office Locations
- 1
Office Locations
About Omsai COM LLC
OMSAI COM LLC is a Northern Virginia-based firm with international presence providing tax and business solutions alongside technology consulting (implementation/integration, managed services/outsourcing) and web development. It also supports individuals with insurance and retirement-related planning (e.g., 401(k)/Roth rollovers, 529 options, annuities). Public filings indicate a largely ETF-based, model-portfolio approach.
Team overview
Insights
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Hari Bapiraju Gadi
Agent, Chief Compliance Officer, President
- CRD
- #7427356
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $930,000 | -- |
| Total | $930,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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