OMC FINANCIAL SERVICES LTD

CRD 110528 · SEC 801-29406

5789 WIDEWATERS PARKWAY, DEWITT, NY, 13214, United States

Phone

315-446-8720

Fax

315-446-5936

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$328.5M

Discretionary AUM

$328.0M

Team

7 total employees; 3 advisory reps

Clients

—

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-03-23

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	167	$70.6M
High net worth individuals	102	$257.9M

NY, NC, PA, SC, TX, NH, FL

Official SEC filing: View on IAPD