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Lawrence Ross Goodfriend

OCEAN AVENUE CAPITAL ADVISORS, INC.·SANTA MONICA, California
Clean recordOCEAN AVENUE CAPITAL ADVISORS, INC.
1299 OCEAN AVE., #333, SANTA MONICA, CA 90401CRD# 5569701Firm CRD# 147637

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lawrence Ross Goodfriend · SANTA MONICA, CA
Registration
CRD #5569701 · OCEAN AVENUE CAPITAL ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lawrence Ross Goodfriend is a registered financial advisor based in SANTA MONICA, California, affiliated with OCEAN AVENUE CAPITAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
OCEAN AVENUE CAPITAL ADVISORS, INC.
OCEAN AVENUE CAPITAL ADVISORS, INC.
AUM
$111M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at OCEAN AVENUE CAPITAL ADVISORS, INC. →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5569701
Firm CRD# 147637
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lawrence Ross Goodfriend offer?
Lawrence Ross Goodfriend specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA MONICA, California for a consultation.
What are Lawrence Ross Goodfriend's credentials?
Lawrence Ross Goodfriend is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Ross Goodfriend located?
Lawrence Ross Goodfriend is based in SANTA MONICA, California, working with OCEAN AVENUE CAPITAL ADVISORS, INC.. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does Lawrence Ross Goodfriend charge for services?
Lawrence Ross Goodfriend's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OCEAN AVENUE CAPITAL ADVISORS, INC.?
OCEAN AVENUE CAPITAL ADVISORS, INC. has approximately 2 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OCEAN AVENUE CAPITAL ADVISORS, INC.

Jeffrey Adam Jacobs
SANTA MONICA, CA

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