Ocean Financial Advisors LLC

Ocean Financial Advisors LLC (CRD# 291950) is a financial advisory firm headquartered in Miami, FL. They manage $8,818,841 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
780 Nw 42nd Avenue, Suite 400a, Miami, FL 33126
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $1,259,834
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Ocean Financial Advisors LLC
Showing 1 - 7 of 7 top financial advisors.
1
Maria De Jesus, financial advisor Miami FL
Maria L. De Jesus
CRD#: 3159325
780 Nw 42nd Avenue, Suite 400a, Miami, FL 33126

Maria De Jesus (CRD# 3159325) is an Investment Advisor Representative working at Ocean Financial Advisors LLC in Miami, FL and has over 24 years of experience in the finance industry.

2
Henry De Valle, financial advisor Miami FL
Henry De Valle
CRD#: 3049102
780 Nw 42nd Avenue, Suite 400a, Miami, FL 33126

Henry De Valle (CRD# 3049102) is an Investment Advisor Representative working at Ocean Financial Advisors LLC in Miami, FL and has over 24 years of experience in the finance industry.

3
Manuel Del Canal, financial advisor Miami FL
Manuel M. Del Canal
CRD#: 4624208
780 Nw 42nd Avenue, Suite 400a, Miami, FL 33126

Manuel Del Canal (CRD# 4624208) is an Investment Advisor Representative working at Ocean Financial Advisors LLC in Miami, FL and has over 20 years of experience in the finance industry.

4
Amado Penate, financial advisor Miami FL
Amado B. Penate
CRD#: 3222424
780 Nw 42nd Avenue, Suite 400a, Miami, FL 33126

Amado Penate (CRD# 3222424) is an Investment Advisor Representative working at Ocean Financial Advisors LLC in Miami, FL and has over 19 years of experience in the finance industry.

5
Gonzalo Ruiz, financial advisor Miami FL
Gonzalo A. Ruiz
CRD#: 1889804
780 Nw 42nd Avenue, Suite 400a, Miami, FL 33126

Gonzalo Ruiz (CRD# 1889804) is an Investment Advisor Representative working at Ocean Financial Advisors LLC in Miami, FL and has over 22 years of experience in the finance industry.

6
Alexandra Rumie, financial advisor Miami FL
Alexandra Rumie
CRD#: 4364127
780 Nw 42nd Avenue, Suite 400a, Miami, FL 33126

Alexandra Rumie (CRD# 4364127) is an Investment Advisor Representative working at Ocean Financial Advisors LLC in Miami, FL and has over 17 years of experience in the finance industry.

7
Juan Penaloza, financial advisor Miami FL
Juan P. Penaloza
CRD#: 4777439
780 Nw 42nd Avenue, Suite 400a, Miami, FL 33126

Juan Penaloza (CRD# 4777439) is an Investment Advisor Representative working at Ocean Financial Advisors LLC in Miami, FL and has over 4 years of experience in the finance industry.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals