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BLUE OCEAN PORTFOLIOS, LLC
BLUE OCEAN PORTFOLIOS, LLC
SAINT LOUIS, Missouri
·
1 registered advisor
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CRD# 151546
SEC# 801-77964
314-997-7400
01
Firm Overview
AUM
$125M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Other
Compensation
Percentage of AUM
Other: DEFINED CONTRIBUTION FIDUCIARY SERVICES FEES
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BLUE OCEAN PORTFOLIOS, LLC
1 registered advisor
James Arthur Winkelmann
SAINT LOUIS, Missouri
CRD# 1021523
05
Office Locations
SAINT LOUIS, Missouri
1 advisor
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Data sourced from SEC Form ADV filings. BLUE OCEAN PORTFOLIOS, LLC (CRD# 151546) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.