Ocean Park Asset Management, Inc.

Ocean Park Asset Management, Inc. (CRD# 105765) is a financial advisory firm headquartered in Santa Monica, CA. They manage $214,145,141 in 1,036 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    214
    MILLION
  • Total Number of Accounts
    1,036
    ACCOUNTS
  • Average Account Value
    $206,704
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, DE, FL, IL, MD, MI, NC, NH, NV, OH, OR, PA, TN, TX, UT, VA, WA

Financial Advisors at Ocean Park Asset Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Marshall Quan
CRD#: 3210547
3420 Ocean Park Blvd., Suite 3060, Santa Monica, CA 90405
93
Wealthminder
score

Marshall Quan (CRD# 3210547) is an Investment Advisor Representative working at Ocean Park Asset Management, Inc. in Santa Monica, CA and has over 15 years of experience in the finance industry.

2
Kenneth L. Sleeper
CRD#: 1238247
3420 Ocean Park Boulevard, Suite 3060, Santa Monica, CA 90405
93
Wealthminder
score

Kenneth Sleeper (CRD# 1238247) is an Investment Advisor Representative working at Ocean Park Asset Management, Inc. in Santa Monica, CA and has over 20 years of experience in the finance industry.

3
David C. Wright
CRD#: 1466125
3420 Ocean Park Boulevard, Suite 3060, Santa Monica, CA 90405
93
Wealthminder
score

David Wright (CRD# 1466125) is an Investment Advisor Representative working at Ocean Park Asset Management, Inc. in Santa Monica, CA and has over 20 years of experience in the finance industry.

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