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Building 2OCEANIS FINANCIAL ADVISORS, INC.

Map pinMIAMI, FL
Phone305-330-4398
NotebookSEC #801-118279
Total AUM
$225.6M
Employees
2
Clients
82

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
305-330-4398

ReceiptFinancials

Total AUM
$225.6M
Accounts
82
Discretionary
$225.6M
Accounts
82
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
38
AUM
$5.9M
HNW Individual Clients
21
AUM
$71.6M
Investment Company Clients
23
AUM
$148.1M

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

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