Omega Financial is an investment advisor in Santa Barbara with $373.26 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
611606475
SEC advisor number
801-77745
FINRA CRD number
164147
AUM ?
$409.66 mm
(as of 23 Feb 24)
Accounts
870
(as of 23 Feb 24)
Employees
6
(4 investment advisory or research)
Address
Omega Financial
812 ANACAPA STREET
SANTA BARBARA
CA 93101
812 ANACAPA STREET
SANTA BARBARA
CA 93101
Phone
8056174363
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Jul 24
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
7 Apr 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22