OCEANIS FINANCIAL ADVISORS, INC.

40 Sw 13th Street
Suite 605
Miami, Florida 33130
Tel: 336-655-1400

About OCEANIS FINANCIAL ADVISORS, INC.

OCEANIS FINANCIAL ADVISORS, INC, formally registered with the SEC as OCEANIS FINANCIAL ADVISORS, INC. The firm was established in 03/23/2020. They have over 1 offices throughout the country.

OCEANIS FINANCIAL ADVISORS, INC. is a Miami, Florida based Financial Planning firm with nearly $216,276,904 assets under management, offering retirement planning & investment advisory services to 83 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307787
SEC#	801-118279
Assets Managed by Firm	$216,276,904
No. of Clients	83
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	83	$216,276,904
Individuals (other than high net worth individuals)	39	$5,980,128
High net worth individuals	18	$70,519,800

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