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OMEGA FINANCIAL INVESTMENTS & INSURANCE
OMEGA FINANCIAL CORPORATION, INC.
CRD 125381
10829 NE 68TH ST. SUITE 201, KIRKLAND, WA, 98033, United States
Phone
425-822-5722
Fax
425-827-0889
Registration
— (—)
Source
State registered
Total AUM
$71.2M
Discretionary AUM
$71.2M
Team
6 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Commissions
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $14.2M |
| High net worth individuals | 28 | $57.0M |
All web addresses on file
Official SEC filing: View on IAPD