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Building 2GREEN OCEAN GLOBAL ADVISORS LLC

Map pinSAN FRANCISCO, CA
Phone(206) 686-1594
NotebookSEC #801-135583
Total AUM
$114.8M
Employees
5
Clients
147

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
201 SPEAR STREET, SUITE 1100
SAN FRANCISCO
CA 94105
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(206) 686-1594
Other Offices
2

ReceiptFinancials

Total AUM
$114.8M
Accounts
147
Discretionary
$114.8M
Accounts
147
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
91
AUM
$24.3M
HNW Individual Clients
56
AUM
$90.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY MONEY MANAGERS

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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