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OMC FINANCIAL SERVICES LTD

DEWITT, NY · CRD 110528 · IAPD ↗ · omcfinance.com · 315-446-8720

$328.5MRegulatory AUM
3Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — OMC FINANCIAL SERVICES LTD notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2025 — OMC FINANCIAL SERVICES LTD reported RAUM up 27% ($225.7M -> $286.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.