BLUE OCEAN PORTFOLIOS, LLC

SAINT LOUIS, Missouri·5 registered advisors·CRD# 151546
SEC# 801-77964314-997-7400
01

Firm Overview

AUM
$125M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
5
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 PlanningInvestment ManagementWealth Management
04

Advisors at BLUE OCEAN PORTFOLIOS, LLC

5 registered advisors
Claire Marie Winkelmann
SAINT LOUIS, Missouri
James Arthur Winkelmann
SAINT LOUIS, Missouri
James Arthur Winkelmann
SAINT LOUIS, Missouri
Mary Grace Winkelmann
SAINT LOUIS, Missouri
Patricia Lynn Winkelmann
SAINT LOUIS, Missouri
05

Office Locations

SAINT LOUIS, Missouri
5 advisors

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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.