Omnivest Financial Services Inc (Denver)

Omnivest Financial Services Inc is a large advisory firm based in Denver. It manages $66.91 million of regulatory assets for 191 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado and Texas.

Omnivest Financial Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Omnivest Financial Services: assets under management

The assets under management (AUM) of Omnivest Financial Services Inc is $66.91 million. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $56.78 million in discretionary accounts and $10.13 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $322.6 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $675.58 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Omnivest Financial Services Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Omnivest Financial Services Inc

Daniel Andrew Hoffman has been acting as President since 1 Sep 1990. Steven Lee Salter joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Frederick Vincent Miale	Director	1 Feb 1983	50% - 75%	703174
Daniel Andrew Hoffman	Director	1 Sep 1990	25% - 50%	1257088
William Hayden Connors	President, director	1 Sep 1990	25% - 50%	1404313
William Haydn Connors	President, director	1 Sep 1990	25% - 50%	1404313
William Charles Mason	Vice president	1 Apr 1992	Other	1036748
Scott Taylor	Vice president	1 Apr 1992	Other	869457
Steven Lee Salter	Vice president	1 Jan 1997	Other	1948218

Based in Denver

The principal office where Omnivest Financial Services Inc performs its advisory services is located at 9185 E. Kenyon Ave. Ste 250, Denver, CO 80237, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.