Alon
Ozer

Omnia Family Wealth, LLC

CRD#6887779
Investment Advisor
in Miami, FL

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About this Advisor

Alon Ozer is a financial advisor based in Miami, Florida, working with Omnia Family Wealth, LLC. Alon has previously held positions at Greater Miami Jewish Federation, Omnia Family Wealth, LLC, and Five Oaks Advisory, LLC. Alon has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Alon is part of Omnia Family Wealth, LLC, which operates out of Miami, Florida. The firm has 9 employees and manages assets totaling $759.7 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Omnia Family Wealth, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

18851 Ne 29Th Avenue Suite 400
Miami, FL 33180

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Omnia Family Wealth, LLC Brokerage Details

Total Assets Under Management

$759,723,690

FL Average: $1,855,561,029
Total Number of Employees

9

FL Average: 62
Total Number of Accounts

1,015

FL Average: 2,474
Average Account Size

$748,496

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Alon Ozer Work History

2018 - Present (6 years)

Omnia Family Wealth, LLC

2018 - 2018 (< 1 year)

Five Oaks Advisory, LLC

2009 - 2018 (9 years)

Greater Miami Jewish Federation

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Alon Ozer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Omnia Family Wealth, LLC

Vishail Singh
Miami, FL
Steven Wagner
Miami, FL
Michael Wagner
Miami, FL
Ivan Hernandez
Miami, FL
Alon Ozer
Miami, FL

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