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Building 2OCEAN PATH ADVISORS, LLC

Map pinMANHATTAN BEACH, CA
Phone310 302 7685
NotebookSEC #801-135249
Total AUM
$559.5M
Employees
5
Clients
196

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
115 21ST ST.
MANHATTAN BEACH
CA 90266
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
310 302 7685
Other Offices
1

ReceiptFinancials

Total AUM
$559.5M
Accounts
2,114
Discretionary
$559.5M
Accounts
2,114
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
55
AUM
$28.3M
HNW Individual Clients
135
AUM
$513M
Charitable Organization Clients
2
AUM
$12.2M
Corporation or Business Clients
4
AUM
$6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOMDNHNMNYORPATXUTWA

HandshakeAffiliates

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

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