RIA Intelligence

OMNIVEST GROUP LLC

CRD #141057 SEC #801-66936 PRINCETON, NJ 609-986-1001
SEC Registered
Total AUM
$108.3M
Discretionary
$0
Employees
6
Clients
0
Accounts
16

AUM Over Time

DateMar 2013
Total AUM$108.3M
Discretionary$0
Non-Disc.$108.3M
Employees6
Clients11
DateJan 2013
Total AUM$107.8M
Discretionary$0
Non-Disc.$107.8M
Employees8
Clients11
DateJan 2012
Total AUM$107.8M
Discretionary$0
Non-Disc.$107.8M
Employees6
Clients11
DateMar 2011
Total AUM$186M
Discretionary$1M
Non-Disc.$185M
Employees10
Clients--
DateOct 2010
Total AUM$279.9M
Discretionary$21.9M
Non-Disc.$257.9M
Employees10
Clients--
DateOct 2010
Total AUM$292.4M
Discretionary$0
Non-Disc.$292.4M
Employees--
Clients--
DateOct 2009
Total AUM$255M
Discretionary$0
Non-Disc.$255M
Employees--
Clients--
DateApr 2009
Total AUM$545M
Discretionary$0
Non-Disc.$545M
Employees--
Clients--
DateMar 2009
Total AUM$440M
Discretionary$0
Non-Disc.$440M
Employees--
Clients--
DateFeb 2008
Total AUM$400M
Discretionary$0
Non-Disc.$400M
Employees10
Clients--
DateAug 2007
Total AUM$327M
Discretionary$0
Non-Disc.$327M
Employees10
Clients--
DateJan 2007
Total AUM$134.4M
Discretionary$0
Non-Disc.$134.4M
Employees10
Clients--
DateDec 2006
Total AUM$120M
Discretionary$0
Non-Disc.$120M
Employees10
Clients--
DateNov 2006
Total AUM$120M
Discretionary$0
Non-Disc.$120M
Employees10
Clients--