Oceanis Financial Advisors, Inc.
Oceanis Financial Advisors, Inc. (CRD# 307787) is a financial advisory firm headquartered in Miami, FL. They manage $200,730,117 in 70 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Oceanis Financial Advisors, Inc.
By the Numbers
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Total Assets Under Management201MILLION
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Total Number of Accounts70ACCOUNTS
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Average Account Value$2,867,573
Compensation Options
- A percentage of assets under your management
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Oceanis Financial Advisors, Inc.
1
Alberto Otero (CRD# 6416028) is an Investment Advisor Representative working at Oceanis Financial Advisors, Inc. in Miami, FL and has over 9 years of experience in the finance industry.
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