OMNI 360 WEALTH, INC. of PLAINSBORO, NJ is an SEC-registered investment adviser (CRD 124878). Regulatory assets under management: $425.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Linda Jayne Farinola | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| James Gregory Colitsas | MEMBER; VICE PRESIDENT | — |
| Neel Girish Shah | MEMBER | — |
| SHAH SHASHIN GIRISH | MEMBER | — |
| FARINOLA LINDA JAYNE | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| COLITSAS JAMES GREGORY | MEMBER; VICE PRESIDENT | — |
| Colitsas Thomas | MEMBER | — |
| Shah Neel | MEMBER | — |
| Valerie Zaffuto | CHIEF COMPLIANCE OFFICER | Plainsboro, NJ |