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ALPHA & OMEGA

ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.

CRD 105548 · SEC 801-45517

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8580 LA MESA BLVD STE 100, LA MESA, CA, 91942, United States

Phone

619-462-7812

Fax

619-462-1766

Registration

— (—)

Source

State registered

Total AUM

$40.3M

Discretionary AUM

$0

Team

11 total employees; 2 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-05-21

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersTHIRD PARTY ADMINISTRATOR SERVICES

Client types

TypeClientsAUM
Individuals134$36.9M
High net worth individuals3$3.4M

All web addresses on file

Official SEC filing: View on IAPD