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RIA · CRD 135499State-Registered Investment Adviser

Updated:

Akram M. Omari, CPA

AKRAM M. OMARI, CPA is a state-registered investment adviser in San Francisco, CA. The firm manages approximately $87 million in regulatory assets.

Overview

AKRAM M. OMARI, CPA is a state-registered investment adviser in San Francisco, CA. The firm manages approximately $87 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Principals

Akram M. Omari

Managing Partner

Frequently asked questions

Why is there no public information about the firm's portfolio?

The firm does not maintain a public website, does not issue press releases, and is absent from commercial databases. This opacity is standard for single-family offices operating below the institutional fundraising threshold — there is no regulatory or marketing incentive to publish holdings, and the CPA structure itself imposes client-confidentiality norms that reinforce discretion.

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