Investment adviser · CRD 159820
OMNIA FINANCE, LLC
Investment adviser filing (IA)
FARGO, ND, United States · Form ADV filed Jun 27, 2018
- Regulatory AUM
- $27.9M Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Banks & thrifts | 1 | $27,900,000 | 100.0% |
Filing source
Form ADV 1226417 · Jun 27, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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 27, 2018. View historical filings
Reported services
Business portfolio management
Compensation
Hourly · Fixed
Principal office
5256 50TH AVE S, SUITE E101FARGO, ND, 58104, United States
CRD 159820
Filing source
Form ADV 1226417 · Jun 27, 2018 · 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.