Investment adviser · CRD 145101

OM INVESTMENT MANAGEMENT, LLC

Investment adviser filing (IA)

TAMPA, FL, United States · Form ADV filed Jun 11, 2013

Regulatory AUM
$56.3M
Form ADV · Item 5.F
Client accounts
252
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 11, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

15310 AMBERLY DRIVE, SUITE 250
TAMPA, FL, 33647, United States

CRD 145101

Filing source

Form ADV 742079 · Jun 11, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.