Omnivest Group LLC
Omnivest Group LLC (CRD# 141057) is a financial advisory firm headquartered in Princeton, NJ. They manage $41,500,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management42MILLION
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Total Number of Accounts25ACCOUNTS
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Average Account Value$1,660,000
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ
Financial Advisors at Omnivest Group LLC
1
Gerrit Besselaar (CRD# 6507389) is an Investment Advisor Representative working at Omnivest Group LLC in Princeton, NJ and has over 8 years of experience in the finance industry.
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