Omnia Finance, LLC

Fixed/Hourly

Omnia Finance is a registered investment advisor founded in 2010 and based in Fargo, North Dakota, operating under the leadership of Sean L. Burian. The firm primarily serves institutional clients by offering discretionary investment management and consulting services. Omnia constructs customized portfolios using U.S. government securities, municipal securities, and cash equivalents, tailored to each client's specific investment policy statement and risk tolerance. In addition to portfolio management, Omnia provides consulting services focused on interest rate risk management, capital management, and financial reporting. Omnia charges fees based on a monthly retainer for investment management and hourly or fixed fees for consulting services, while operating independently without maintaining custody of client funds or securities.

Assets Under Management$77M
Clients2
Advisors1
Avg. per Client$38M
Avg. per Advisor$77M

Fee Structure

Investment management only (planning not offered)
Hourly Rate:$100 - $150/hr
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Location

1 Advisors at this firm

Omnia Finance, LLC - Fees, AUM & Advisors | TrueAdvisor