Ocean Advisors, LLC
Ocean Advisors, LLC (CRD# 150273) is a financial advisory firm headquartered in , . They manage $2,100,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts5ACCOUNTS
Average Account Value$420,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Michael Lomenzo (CRD# 5668851) is an Investment Advisor Representative working at Ocean Advisors, LLC in Highlands, NJ and has over 7 years of experience in the finance industry.