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Building 2OCEANIS FINANCIAL ADVISORS, INC.

Map pinMIAMI, FL
Phone336-655-1400
NotebookSEC #801-117601
Total AUM
$115.4M
Employees
1
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 SW 13TH STREET
SUITE 605
MIAMI
FL 33130
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
336-655-1400

ReceiptFinancials

Total AUM
$115.4M
Accounts
63
Discretionary
$115.4M
Accounts
63
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
14
AUM
$3.8M
HNW Individual Clients
12
AUM
$27.2M
Corporation or Business Clients
24
AUM
$84.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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