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Building 2BLUE OCEAN CAPITAL

Map pinWEST PALM BEACH, FL
Phone561-659-3301
NotebookSEC #801-57664
Total AUM
$619.2M
Employees
11
Clients
168

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
501 SOUTH FLAGLER DRIVE
SUITE 220
WEST PALM BEACH
FL 33401
United States
Operating Hours
830AM - 5PM
Monday - Friday
Phone
561-659-3301

ReceiptFinancials

Total AUM
$619.2M
Accounts
491
Discretionary
$619.2M
Accounts
491
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
64
AUM
$23.5M
HNW Individual Clients
84
AUM
$526.6M
Charitable Organization Clients
9
AUM
$7.6M
Corporation or Business Clients
11
AUM
$61.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCTX

HandshakeAffiliates

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

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