Be advised. This firm is no longer registered.

Ocean Avenue Capital Advisors, Inc.

Ocean Avenue Capital Advisors, Inc. (CRD# 147637) is a financial advisory firm headquartered in Santa Monica, CA. They manage $110,915,005 in 138 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    138
    ACCOUNTS
  • Average Account Value
    $803,732
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Ocean Avenue Capital Advisors, Inc.
No Advisor Found.
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