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OCEAN AVENUE CAPITAL ADVISORS, INC.
OCEAN AVENUE CAPITAL ADVISORS, INC.
SANTA MONICA, California
·
2 registered advisors
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CRD# 147637
SEC# 801-78080
(310) 451-0744
01
Firm Overview
AUM
$111M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at OCEAN AVENUE CAPITAL ADVISORS, INC.
2 registered advisors
Jeffrey Adam Jacobs
SANTA MONICA, California
CRD# 5569670
Lawrence Ross Goodfriend
SANTA MONICA, California
CRD# 5569701
05
Office Locations
SANTA MONICA, California
2 advisors
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Data sourced from SEC Form ADV filings. OCEAN AVENUE CAPITAL ADVISORS, INC. (CRD# 147637) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.