Omnivest Research Corporation is an adviser based in Venice. It manages $5.57 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.
Omnivest Research Corporation provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Omnivest Research Corporation is $5.57 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Omnivest Research Corporation for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jack Fulton Meyerhoff has been acting as President since 1 Jul 1993. Inc. Trust Companies Of America joined the executive team most recently as the Parent Company.
The principal office where Omnivest Research Corporation performs its advisory services is located at 201 Center Road Ste Two, Venice, FL 34285, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 941-493-3600 or by fax 941-496-4660. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.