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OMNIVEST GROUP LLC
CRD 141057 · SEC 801-66936
344 NASSAU STREET, SUITE 101, PRINCETON, NJ, 08540, United States
Phone
609-986-1001
Fax
609-924-3110
Registration
— (—)
Source
State registered
Total AUM
$28.7M
Discretionary AUM
$27.5M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $1.2M |
All web addresses on file
Official SEC filing: View on IAPD