Ocean Breeze Wealth LLC

Ocean Breeze Wealth LLC (CRD# 292434) is a financial advisory firm headquartered in , . They manage $24,757,068 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.linkedin.com/in/andrew-prescott-iii-cfp%c2%ae-881abb15a
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $353,672
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Ocean Breeze Wealth LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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