ALPHA & OMEGA FINANCIAL MANAGEMENT CONSULTANTS, INC.
Legal name: ALPHA & OMEGA
CRD #105548 SEC #801-45517 LA MESA, CA 619-462-7812
SEC Registered
Total AUM
$29.5M
Discretionary
$0
Employees
10
Clients
0
Accounts
246
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2023 | $29.5M | $0 | $29.5M | 10 | 0 |
| Jun 2023 | $29.5M | $0 | $29.5M | 10 | 0 |
| May 2023 | $29.5M | $93.7K | $29.4M | 10 | 0 |
| Mar 2023 | $29.5M | $93.7K | $29.4M | 10 | 0 |
| Jan 2023 | $29.5M | $93.7K | $29.4M | 10 | 0 |
| Oct 2022 | $19.2M | $0 | $19.2M | 10 | 0 |
| Sep 2022 | $19.2M | $0 | $19.2M | 10 | 0 |
| Sep 2022 | $19.2M | $0 | $19.2M | 10 | 0 |
| Aug 2022 | $19.2M | $0 | $19.2M | 10 | 0 |
| Jul 2022 | $19.2M | $0 | $19.2M | 10 | 0 |
| Jul 2022 | $19.2M | $0 | $19.2M | 10 | 0 |
| May 2022 | $19.2M | $0 | $19.2M | 10 | 0 |
| Mar 2022 | $19.2M | $0 | $19.2M | 10 | 0 |
| Feb 2022 | $19.2M | $0 | $19.2M | 10 | 0 |
| Jan 2022 | $479.2M | $0 | $479.2M | 10 | 0 |
| Jan 2021 | $479.2M | $0 | $479.2M | 10 | 0 |
| Jan 2020 | $411M | $395.6M | $15.4M | 10 | 111,945 |
| Jan 2019 | $507.4M | $495.1M | $12.3M | 10 | 101,379 |
| Jan 2018 | $336.9M | $326.4M | $10.5M | 8 | 82,200 |
| Jan 2017 | $361.5M | $206.1M | $155.3M | 8 | 54,600 |
| Feb 2016 | $305M | $190M | $115M | 8 | 54,600 |
| Jan 2015 | $265.5M | $170.5M | $95M | 8 | 54,600 |
| Dec 2013 | $247.5M | $100.4M | $147M | 8 | 54,600 |
| Jan 2013 | $243M | $116.9M | $126.1M | 5 | 54,600 |
| Jan 2012 | $257M | $125M | $132M | 1 | 52,000 |
| Jan 2011 | $273.5M | $137M | $136.5M | 5 | -- |
| Apr 2010 | $156.5M | $24.8M | $131.8M | 5 | -- |
| Jan 2008 | $109.5M | $27.6M | $81.9M | 5 | -- |
| Jan 2007 | $48.6M | $2.1M | $46.5M | 5 | -- |
| Jan 2006 | $5.7M | $1.7M | $4M | 5 | -- |
| Sep 2005 | $5.2M | $1.6M | $3.7M | 5 | -- |
| Sep 2001 | $70M | $30M | $40M | 5 | -- |
DateJun 2023
Total AUM$29.5M
Discretionary$0
Non-Disc.$29.5M
Employees10
Clients0
DateJun 2023
Total AUM$29.5M
Discretionary$0
Non-Disc.$29.5M
Employees10
Clients0
DateMay 2023
Total AUM$29.5M
Discretionary$93.7K
Non-Disc.$29.4M
Employees10
Clients0
DateMar 2023
Total AUM$29.5M
Discretionary$93.7K
Non-Disc.$29.4M
Employees10
Clients0
DateJan 2023
Total AUM$29.5M
Discretionary$93.7K
Non-Disc.$29.4M
Employees10
Clients0
DateOct 2022
Total AUM$19.2M
Discretionary$0
Non-Disc.$19.2M
Employees10
Clients0
DateSep 2022
Total AUM$19.2M
Discretionary$0
Non-Disc.$19.2M
Employees10
Clients0
DateSep 2022
Total AUM$19.2M
Discretionary$0
Non-Disc.$19.2M
Employees10
Clients0
DateAug 2022
Total AUM$19.2M
Discretionary$0
Non-Disc.$19.2M
Employees10
Clients0
DateJul 2022
Total AUM$19.2M
Discretionary$0
Non-Disc.$19.2M
Employees10
Clients0
DateJul 2022
Total AUM$19.2M
Discretionary$0
Non-Disc.$19.2M
Employees10
Clients0
DateMay 2022
Total AUM$19.2M
Discretionary$0
Non-Disc.$19.2M
Employees10
Clients0
DateMar 2022
Total AUM$19.2M
Discretionary$0
Non-Disc.$19.2M
Employees10
Clients0
DateFeb 2022
Total AUM$19.2M
Discretionary$0
Non-Disc.$19.2M
Employees10
Clients0
DateJan 2022
Total AUM$479.2M
Discretionary$0
Non-Disc.$479.2M
Employees10
Clients0
DateJan 2021
Total AUM$479.2M
Discretionary$0
Non-Disc.$479.2M
Employees10
Clients0
DateJan 2020
Total AUM$411M
Discretionary$395.6M
Non-Disc.$15.4M
Employees10
Clients111,945
DateJan 2019
Total AUM$507.4M
Discretionary$495.1M
Non-Disc.$12.3M
Employees10
Clients101,379
DateJan 2018
Total AUM$336.9M
Discretionary$326.4M
Non-Disc.$10.5M
Employees8
Clients82,200
DateJan 2017
Total AUM$361.5M
Discretionary$206.1M
Non-Disc.$155.3M
Employees8
Clients54,600
DateFeb 2016
Total AUM$305M
Discretionary$190M
Non-Disc.$115M
Employees8
Clients54,600
DateJan 2015
Total AUM$265.5M
Discretionary$170.5M
Non-Disc.$95M
Employees8
Clients54,600
DateDec 2013
Total AUM$247.5M
Discretionary$100.4M
Non-Disc.$147M
Employees8
Clients54,600
DateJan 2013
Total AUM$243M
Discretionary$116.9M
Non-Disc.$126.1M
Employees5
Clients54,600
DateJan 2012
Total AUM$257M
Discretionary$125M
Non-Disc.$132M
Employees1
Clients52,000
DateJan 2011
Total AUM$273.5M
Discretionary$137M
Non-Disc.$136.5M
Employees5
Clients--
DateApr 2010
Total AUM$156.5M
Discretionary$24.8M
Non-Disc.$131.8M
Employees5
Clients--
DateJan 2008
Total AUM$109.5M
Discretionary$27.6M
Non-Disc.$81.9M
Employees5
Clients--
DateJan 2007
Total AUM$48.6M
Discretionary$2.1M
Non-Disc.$46.5M
Employees5
Clients--
DateJan 2006
Total AUM$5.7M
Discretionary$1.7M
Non-Disc.$4M
Employees5
Clients--
DateSep 2005
Total AUM$5.2M
Discretionary$1.6M
Non-Disc.$3.7M
Employees5
Clients--
DateSep 2001
Total AUM$70M
Discretionary$30M
Non-Disc.$40M
Employees5
Clients--