OmniVest Group

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

344 Nassau St Ste 101, Princeton, New Je...

Phone Number

(609) 986-1009

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About OmniVest Group

OmniVest Group LLC is an independent registered investment advisory firm based in Princeton, NJ, serving clients globally. The firm offers a customized financial advisory experience tailored to clients' goals, adhering to best practices. Their clientele primarily consists of high net worth individuals and families, with services available on a holistic basis or focused on specific investment areas such as fixed income, equities, or alternative investments. Client engagements begin at $500,000.Explore more
OmniVest Group's Social MediaPopular SearchesOmnivest Group LLCOmnivest Insurance Financial Associates InchtmlOmnivest Financial Services IncOmivest LLCOmnivestSIC Code 62,628NAICS Code 52,523Show more

OmniVest Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

OmniVest Group

<$5M
1-10
Private
-
1989
<$5M
11-50
Private
<$5M
1982
Duncan Miller, President & Chief Executive Officer at Legacy Wealth Management (Memphis, TN)
Duncan MillerPresident & CEO
<$5M
1-10
Private
-
1986
JB
Jason BrooksVice President & Chief Compliance Officer
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2021
N/A
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
Dale Lam, President at Strategent Financial
Dale LamPresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

OmniVest Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

OmniVest Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about OmniVest Group.

OmniVest Group Tech Stack

A closer look at the technologies used by OmniVest Group

OmniVest Group News & Media

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Frequently Asked Questions Regarding OmniVest Group

What is OmniVest Group's official website?
OmniVest Group's official website is www.omnivestgrp.com
What is OmniVest Group's Revenue?
OmniVest Group's revenue is <$5 Million
What is OmniVest Group's SIC code?
OmniVest Group's SIC: 62,628
What is OmniVest Group's NAICS code?
OmniVest Group's NAICS: 52,523
How many employees does OmniVest Group have?
OmniVest Group has 1-10 employees
What industry does OmniVest Group belong to?
OmniVest Group is in the industry of: Finance, Securities Trading
What is OmniVest Group competition?
OmniVest Group top competitors include: Wealth Advisory Services, Brooks Moore & Associates, Loom Capital Managament, Pillar Wealth Management
What technology does OmniVest Group use?
Some of the popular technologies that OmniVest Group uses are: Sentry, Microsoft 365, F5 BIG-IP Platform, F5 BIG-IP Application Security Manager
How do I contact OmniVest Group?
OmniVest Group contact info: Phone number: (609) 986-1009 Website: www.omnivestgrp.com
What does OmniVest Group do?

OmniVest Group LLC is an independent registered investment advisory firm based in Princeton, NJ, serving clients globally. The firm offers a customized financial advisory experience tailored to clients' goals, adhering to best practices. Their clientele primarily consists of high net worth individuals and families, with services available on a holi... stic basis or focused on specific investment areas such as fixed income, equities, or alternative investments. Client engagements begin at $500,000.Read More

What are OmniVest Group social media links?
OmniVest Group Linkedin page
Is OmniVest Group a public company?
OmniVest Group is private company therefore does not currently have an official ticker symbol
See more information about OmniVest Group

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