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BLUE OCEAN CAPITAL
501 South Flagler Drive
Suite 220
West Palm Beach, Florida 33401
Tel: 561-659-3301
About BLUE OCEAN CAPITAL
BLUE OCEAN CAPITAL, formally registered with the SEC as BLUE OCEAN CAPITAL. The firm was established in 06/22/2000. They have over 1 offices throughout the country.
BLUE OCEAN CAPITAL is a West Palm Beach, Florida based Financial Planning firm with nearly $498,069,151 assets under management, offering retirement planning & investment advisory services to 458 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107833 |
| SEC# | 801-57664 |
| Assets Managed by Firm | $498,069,151 |
| No. of Clients | 458 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 458 | $498,069,151 |
| Individuals (other than high net worth individuals) | 73 | $21,628,970 |
| High net worth individuals | 76 | $424,655,319 |
| Charitable organizations | 9 | $5,314,222 |
| Corporations or other businesses | 12 | $46,470,640 |
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