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Building 2OCEAN VIEW ADVISORY

Map pin
Phone443-306-7461
NotebookSEC #801-112266
Total AUM
$54M
Employees
2
Clients
104

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
443-306-7461

ReceiptFinancials

Total AUM
$54M
Accounts
104
Discretionary
$53.3M
Accounts
103
Non-Discretionary
$661.6K
Accounts
1

ContactClients

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Individual Clients
103
AUM
$53.3M
Pension/Profit Sharing Plan Clients
1
AUM
$661.6K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEMDTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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