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OMC Financial Services Ltd

EST. AUM
$286,836,854

CONTACTS
3

CLIENT ACCOUNTS
585

Firm Details

Metro area New York City
CRD Number 110528
Website omcfinance.com
Client types

Overview

OMC Financial Services Ltd is a Syracuse-based Registered Investment Adviser (RIA) that has been SEC-registered since 1987. The firm is 100% woman-owned and led by President Cynthia Ann Scott. It provides individualized, discretionary investment management and financial modeling for high-net-worth individuals, trusts, and corporations. The firm utilizes a combination of fundamental and technical analysis to construct portfolios, emphasizing long-term capital growth and income preservation without participating in wrap fee programs.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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