OMC FINANCIAL SERVICES LTD
CRD #110528 SEC #801-29406 DEWITT, NY 315-446-8720
SEC Registered
Total AUM
$286.8M
Discretionary
$286.8M
Employees
7
Clients
--
Accounts
585
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $286.8M | $286.8M | $3.7K | 7 | 0 |
| Feb 2025 | $286.8M | $286.8M | $3.7K | 7 | 0 |
| Oct 2024 | $225.7M | $225.7M | $3.1K | 7 | 0 |
| Mar 2024 | $225.7M | $225.7M | $3.1K | 7 | 0 |
| Sep 2023 | $183.8M | $183.5M | $336.6K | 7 | 0 |
| Sep 2023 | $183.8M | $183.5M | $336.6K | 7 | 0 |
| Jul 2023 | $183.8M | $183.5M | $336.6K | 7 | 0 |
| Mar 2023 | $183.8M | $183.5M | $336.6K | 5 | 0 |
| Feb 2023 | $183.8M | $183.5M | $336.6K | 4 | 0 |
| May 2022 | $225.1M | $225.1M | $0 | 4 | 0 |
| Feb 2022 | $225.1M | $225.1M | $0 | 4 | 0 |
| Mar 2021 | $201.4M | $200.1M | $1.3M | 4 | 0 |
| Jun 2020 | $163.6M | $161.9M | $1.7M | 4 | 0 |
| Mar 2020 | $163.6M | $161.9M | $1.7M | 4 | 0 |
| May 2019 | $131.4M | $131.2M | $135.1K | 4 | 0 |
| Mar 2019 | $131.4M | $131.2M | $135.1K | 4 | 0 |
| Feb 2018 | $133.9M | $133.7M | $184.3K | 4 | 1 |
| Mar 2017 | $113.4M | $113.1M | $249.3K | 4 | 300 |
| Feb 2016 | $110.7M | $110.4M | $241.1K | 4 | 500 |
| Mar 2015 | $111.7M | $111.5M | $195.6K | 1 | 500 |
| Mar 2014 | $104.1M | $103.8M | $252.9K | 1 | 195 |
| Mar 2014 | $104.1M | $103.8M | $252.9K | 1 | 195 |
| Jun 2013 | $89.6M | $89.4M | $186.4K | 1 | 195 |
| Mar 2013 | $89.6M | $89.4M | $186.4K | 1 | 195 |
| Feb 2013 | $89.6M | $89.4M | $186.4K | 1 | 195 |
| Feb 2012 | $78.6M | $78.6M | $16K | 1 | 195 |
| Feb 2011 | $71.3M | $71.3M | $21.5K | 5 | -- |
| Jan 2011 | $61.9M | $61.7M | $189.9K | 5 | -- |
| Oct 2010 | $61.9M | $61.7M | $189.9K | 5 | -- |
| Jan 2008 | $49M | $47.8M | $1.3M | 5 | -- |
| Mar 2007 | $49M | $47.8M | $1.3M | 5 | -- |
| Dec 2006 | $45.2M | $41.2M | $4M | 5 | -- |
| Mar 2006 | $45.2M | $41.2M | $4M | 5 | -- |
| May 2005 | $43M | $42.7M | $330.2K | 5 | -- |
| Apr 2004 | $35.7M | $33.6M | $2.1M | 5 | -- |
| Mar 2002 | $30.3M | $29.7M | $565.6K | 5 | -- |
DateMar 2025
Total AUM$286.8M
Discretionary$286.8M
Non-Disc.$3.7K
Employees7
Clients0
DateFeb 2025
Total AUM$286.8M
Discretionary$286.8M
Non-Disc.$3.7K
Employees7
Clients0
DateOct 2024
Total AUM$225.7M
Discretionary$225.7M
Non-Disc.$3.1K
Employees7
Clients0
DateMar 2024
Total AUM$225.7M
Discretionary$225.7M
Non-Disc.$3.1K
Employees7
Clients0
DateSep 2023
Total AUM$183.8M
Discretionary$183.5M
Non-Disc.$336.6K
Employees7
Clients0
DateSep 2023
Total AUM$183.8M
Discretionary$183.5M
Non-Disc.$336.6K
Employees7
Clients0
DateJul 2023
Total AUM$183.8M
Discretionary$183.5M
Non-Disc.$336.6K
Employees7
Clients0
DateMar 2023
Total AUM$183.8M
Discretionary$183.5M
Non-Disc.$336.6K
Employees5
Clients0
DateFeb 2023
Total AUM$183.8M
Discretionary$183.5M
Non-Disc.$336.6K
Employees4
Clients0
DateMay 2022
Total AUM$225.1M
Discretionary$225.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$225.1M
Discretionary$225.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$201.4M
Discretionary$200.1M
Non-Disc.$1.3M
Employees4
Clients0
DateJun 2020
Total AUM$163.6M
Discretionary$161.9M
Non-Disc.$1.7M
Employees4
Clients0
DateMar 2020
Total AUM$163.6M
Discretionary$161.9M
Non-Disc.$1.7M
Employees4
Clients0
DateMay 2019
Total AUM$131.4M
Discretionary$131.2M
Non-Disc.$135.1K
Employees4
Clients0
DateMar 2019
Total AUM$131.4M
Discretionary$131.2M
Non-Disc.$135.1K
Employees4
Clients0
DateFeb 2018
Total AUM$133.9M
Discretionary$133.7M
Non-Disc.$184.3K
Employees4
Clients1
DateMar 2017
Total AUM$113.4M
Discretionary$113.1M
Non-Disc.$249.3K
Employees4
Clients300
DateFeb 2016
Total AUM$110.7M
Discretionary$110.4M
Non-Disc.$241.1K
Employees4
Clients500
DateMar 2015
Total AUM$111.7M
Discretionary$111.5M
Non-Disc.$195.6K
Employees1
Clients500
DateMar 2014
Total AUM$104.1M
Discretionary$103.8M
Non-Disc.$252.9K
Employees1
Clients195
DateMar 2014
Total AUM$104.1M
Discretionary$103.8M
Non-Disc.$252.9K
Employees1
Clients195
DateJun 2013
Total AUM$89.6M
Discretionary$89.4M
Non-Disc.$186.4K
Employees1
Clients195
DateMar 2013
Total AUM$89.6M
Discretionary$89.4M
Non-Disc.$186.4K
Employees1
Clients195
DateFeb 2013
Total AUM$89.6M
Discretionary$89.4M
Non-Disc.$186.4K
Employees1
Clients195
DateFeb 2012
Total AUM$78.6M
Discretionary$78.6M
Non-Disc.$16K
Employees1
Clients195
DateFeb 2011
Total AUM$71.3M
Discretionary$71.3M
Non-Disc.$21.5K
Employees5
Clients--
DateJan 2011
Total AUM$61.9M
Discretionary$61.7M
Non-Disc.$189.9K
Employees5
Clients--
DateOct 2010
Total AUM$61.9M
Discretionary$61.7M
Non-Disc.$189.9K
Employees5
Clients--
DateJan 2008
Total AUM$49M
Discretionary$47.8M
Non-Disc.$1.3M
Employees5
Clients--
DateMar 2007
Total AUM$49M
Discretionary$47.8M
Non-Disc.$1.3M
Employees5
Clients--
DateDec 2006
Total AUM$45.2M
Discretionary$41.2M
Non-Disc.$4M
Employees5
Clients--
DateMar 2006
Total AUM$45.2M
Discretionary$41.2M
Non-Disc.$4M
Employees5
Clients--
DateMay 2005
Total AUM$43M
Discretionary$42.7M
Non-Disc.$330.2K
Employees5
Clients--
DateApr 2004
Total AUM$35.7M
Discretionary$33.6M
Non-Disc.$2.1M
Employees5
Clients--
DateMar 2002
Total AUM$30.3M
Discretionary$29.7M
Non-Disc.$565.6K
Employees5
Clients--