Ocean Financial Services, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
20
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
164289
Registered since
December 5, 2012

Firm profile

FINTRX

Overview

Ocean Financial Services, LLC is organized as a limited liability company with ownership described as a combination of a domestic entity and an individual. FINTRX classifies the adviser as "Unclassified" and identifies the organization as a capital allocator. The record does not list a public profile of client segments, fee schedules, or detailed advisory activities. The profile flags several status items: the firm is not identified as an active ESG investor, is not designated a multi-state adviser, is not listed as newly formed, is not recorded as a pension consultant, and is not shown as a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Manuel Del Canal

    Manuel Del Canal

    Chief Executive OfficerCRD 4624208

Contacts

3 of 19
  • Alexandra Rumie

    Financial AdvisorCRD 4364127

  • Carlos Pena Velazco

    Carlos Pena Velazco

    Vice President, Relationship ManagerCRD 6693519

  • Henry De Valle

    Financial ConsultantCRD 3049102

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
780 Nw 42nd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth