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OCEAN FINANCIAL ADVISORS LLC
CRD 291950
780 NW 42ND AVENUE, SUITE 500, MIAMI, FL, 33126, United States
Phone
305-461-6940
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.0M
Discretionary AUM
$3.2M
Team
10 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 3 | $1.7M |
Official SEC filing: View on IAPD