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OCEANSIDE ADVISORS LLC
OCEANSIDE ADVISORS LLC
MOUNT PLEASANT, South Carolina
·
3 registered advisors
·
CRD# 170307
SEC# 801-127503
0
843-830-6568
01
Firm Overview
AUM
$136M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
04
Advisors at OCEANSIDE ADVISORS LLC
3 registered advisors
Johann Robert Kroll
MOUNT PLEASANT, South Carolina
CRD# 6297173
Patrick Joseph Gaul
MOUNT PLEASANT, South Carolina
CRD# 6889786
Robert Edwin Kroll
MOUNT PLEASANT, South Carolina
CRD# 6968685
05
Office Locations
MOUNT PLEASANT, South Carolina
3 advisors
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Data sourced from SEC Form ADV filings. OCEANSIDE ADVISORS LLC (CRD# 170307) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.