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Omc Financial Services Ltd

● SEC registered since 1987CRD 110528SEC# 801-29406Dewitt, NY
Export (members)
Reg. AUM
$286.8M
Employees
7
Accounts
585
Location
Dewitt, NY

Omc Financial Services Ltd assets under management

Omc Financial Services Ltd is an SEC-registered investment adviser based in Dewitt, NY. The firm has been registered since 1987. It reports $286.8 million in regulatory assets under management and employs 7 people.

Omc Financial Services Ltd owners & executives

2 reported
NameTitleOwnershipSince
Cynthia Ann Scott ControlPresidentOver 75%1985
James Michael Cullen ControlChief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does Omc Financial Services Ltd manage?

Omc Financial Services Ltd reports $286.8 million in regulatory assets under management on its Form ADV.

How many employees does Omc Financial Services Ltd have?

Omc Financial Services Ltd reports 7 employees.

Where is Omc Financial Services Ltd located?

Omc Financial Services Ltd is based in Dewitt, NY and has been SEC-registered since 1987.

Does Omc Financial Services Ltd disclose fund performance?

Omc Financial Services Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5789 Widewaters Parkway, Dewitt, NY 13214
Phone315-446-8720
Fax315-446-5936
Office hours8:30 a.m.-4:30 p.m.
SEC regionNew York Regional Office (NYRO)
CIK2026391
Discloses disciplinary historyNo

Assets under management

Discretionary$286.8M
Non-discretionary$4K
Total (RAUM)$286.8M