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Building 2FIVE OCEANS ADVISORS

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Phone(310) 507-9180
NotebookSEC #801-118502
Total AUM
$456.2M
Employees
8
Clients
119

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(310) 507-9180
Other Offices
3

ReceiptFinancials

Total AUM
$456.2M
Accounts
564
Discretionary
$440.5M
Accounts
518
Non-Discretionary
$15.7M
Accounts
46

ContactClients

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Individual Clients
43
AUM
$51.9M
HNW Individual Clients
74
AUM
$398.3M
Pension/Profit Sharing Plan Clients
1
AUM
$246.1K
Corporation or Business Clients
1
AUM
$5.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLTNTX

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

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