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Home > Retirement Planners > california > santa monica > OCEAN PARK ASSET MANAGEMENT, LLC
OCEAN PARK ASSET MANAGEMENT, LLC
3420 Ocean Park Blvd.
Ste 3060
Santa Monica, California 90405
Tel: 310-452-1887
About OCEAN PARK ASSET MANAGEMENT, LLC
OCEAN PARK ASSET MANAGEMENT, LLC, formally registered with the SEC as OCEAN PARK ASSET MANAGEMENT, LLC. The firm was established in 11/30/2007. They have over 2 offices throughout the country.
OCEAN PARK ASSET MANAGEMENT, LLC is a Santa Monica, California based Financial Planning firm with nearly $4,723,917,721 assets under management, offering retirement planning & investment advisory services to 380 clients. The firm is staffed with 62 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145634 |
| SEC# | 801-68554 |
| Assets Managed by Firm | $4,723,917,721 |
| No. of Clients | 380 |
| No. of Advisors | 62 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 380 | $4,723,917,721 |
| Individuals (other than high net worth individuals) | 224 | $32,137,579 |
| High net worth individuals | 7 | $22,369,955 |
| Pension and profit sharing plans | 2 | $263,167 |
| Charitable organizations | 1 | $106,343 |
| Other investment advisers | 11 | $6,055,569 |
| Corporations or other businesses | 1 | $537,310 |
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