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OMNI INVESTMENT SOLUTIONS LLC
CRD 329893
4140 E BASELINE RD, SUITE 101, MESA, AZ, 85206, United States
Phone
480-284-6393
Fax
480-284-6394
Registration
— (—)
Source
State registered
Total AUM
$2.5M
Discretionary AUM
$2.5M
Team
3 total employees; 1 advisory reps; 14 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $2.4M |
| Corporations/business entities | 1 | $86K |
Official SEC filing: View on IAPD