Alon
Ozer
Omnia Family Wealth, LLC
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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
Services Offered
Fee Structure
Office Location
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Omnia Family Wealth, LLC Brokerage Details
$759,723,690
9
1,015
$748,496
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
Omnia Family Wealth, LLC
Five Oaks Advisory, LLC
Greater Miami Jewish Federation
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
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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