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Building 2OCEAN PARK ASSET MANAGEMENT, LLC

Map pinSANTA MONICA, CA
Phone310-452-1887
NotebookSEC #801-68554
Total AUM
$3.9B
Employees
58
Clients
138

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

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

ReceiptFinancials

Total AUM
$3.9B
Accounts
226
Discretionary
$3.9B
Accounts
226
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
120
AUM
$17.3M
HNW Individual Clients
4
AUM
$7.2M
Investment Company Clients
12
AUM
$3.9B
Pension/Profit Sharing Plan Clients
1
AUM
$179.4K
Charitable Organization Clients
1
AUM
$117.9K

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLLATNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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