Ocean Financial Services, LLC

Overview

Ocean Financial Services, LLC is organized as a limited liability company and is recorded in FINTRX as having been SEC-registered in 2012. Ownership is listed as a combination of a domestic entity and an individual. The firm is flagged as a capital allocator, which indicates it directs or places capital rather than simply providing brokerage execution. FINTRX does not list discrete business lines, client segments, fee schedules, or detailed advisory activities for Ocean Financial Services, LLC. The profile also shows the firm is not an active ESG investor, is not registered as a multi-state adviser, and is not identified as a pension consultant or related adviser.

Assets & Accounts

Location & Offices