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OCEANIS FINANCIAL ADVISORS, INC.
OCEANIS FINANCIAL ADVISORS, INC.
MIAMI, Florida
·
1 registered advisor
·
CRD# 307787
SEC# 801-118279
0
336-655-1400
01
Firm Overview
AUM
$201M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at OCEANIS FINANCIAL ADVISORS, INC.
1 registered advisor
Alberto Nmi Otero
MIAMI, Florida
CRD# 6416028
05
Office Locations
MIAMI, Florida
1 advisor
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Data sourced from SEC Form ADV filings. OCEANIS FINANCIAL ADVISORS, INC. (CRD# 307787) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.