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OCEANSIDE ADVISORS LLC
235 Magrath Darby Blvd.
Suite 150
Mount Pleasant, South Carolina 29464
Tel: 843-830-6568
About OCEANSIDE ADVISORS LLC
OCEANSIDE ADVISORS LLC, formally registered with the SEC as OCEANSIDE ADVISORS LLC. The firm was established in 03/23/2023. They have over 1 offices throughout the country.
OCEANSIDE ADVISORS LLC is a Mount Pleasant, South Carolina based Financial Planning firm with nearly $159,600,000 assets under management, offering retirement planning & investment advisory services to 703 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170307 |
| SEC# | 801-127503 |
| Assets Managed by Firm | $159,600,000 |
| No. of Clients | 703 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 703 | $159,600,000 |
| Individuals (other than high net worth individuals) | 164 | $52,700,000 |
| High net worth individuals | 57 | $101,200,000 |
| Pension and profit sharing plans | 11 | $5,700,000 |
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|---|---|---|---|
| $463,475,486,343 | 1910545 | 35841 | |
| $28,309,013,200 | 61 | 510 | |
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| $3,417,068,970 | 420 | 20 |
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