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).
Total Assets Under Management111MILLION
Total Number of Accounts138ACCOUNTS
Average Account Value$803,732
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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