Fiel
Barrow
Alpha & Omega
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About this Advisor
Fiel Barrow is a financial advisor operating in La Mesa, California, with 6 years of industry experience. Barrow is currently employed by Alpha & Omega. Barrow has gained experience at Secure Horizons Investment Counselors, Pacific Sotheby, Battiata Real Estate Group, Rj Patterson Capital Investment Group, Inc, Alpha & Omega Financial Management Consultants, Inc and Dw Advisors Dba Rj Patterson Group. Barrow holds a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in California. Alpha & Omega is a firm headquartered in La Mesa, CA. It handles $30 million in total assets between its 246 accounts, making it one of the smaller firms in the country by assets under management. Of its 246 customer accounts, just 1% belong to high-net-worth investors who have greater than $1 million in investable assets. Alpha & Omega has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually are based on which services are offered. However, fees billed by Alpha & Omega most likely are comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alpha & Omega Brokerage Details
$29,451,402
10
246
$119,721
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Fiel Barrow Work History
Fiel has been registered as a financial advisor for 6 years.*
Alpha & Omega Financial Management Consultants, Inc
Rj Patterson Capital Investment Group, Inc
Dw Advisors Dba Rj Patterson Group
Secure Horizons Investment Counselors
Pacific Sotheby
Battiata Real Estate Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Fiel Barrow 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 Alpha & Omega
La Mesa, CA
La Mesa, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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