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Building 2OCEAN PARK ASSET MANAGEMENT, INC.

Map pinSANTA MONICA, CA
Phone310-452-1887
NotebookSEC #801-35678
Total AUM
$146.8M
Employees
48
Clients
431

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3420 OCEAN PARK BLVD
SUITE 3060
SANTA MONICA
CA 90405
United States
Operating Hours
9:00A.M. TO 5:00PM
Monday - Friday
Phone
310-452-1887
Other Offices
1

ReceiptFinancials

Total AUM
$146.8M
Accounts
609
Discretionary
$146.8M
Accounts
609
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
400
AUM
$75.4M
HNW Individual Clients
15
AUM
$36.4M
Pension/Profit Sharing Plan Clients
6
AUM
$2M
Charitable Organization Clients
1
AUM
$1.1M
Investment Advisor Clients
8
AUM
$31.4M
Corporation or Business Clients
1
AUM
$521.6K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILLAMINCNHNVNYOHORTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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