Ocean Financial Services, LLC

Overview

Ocean Financial Services, LLC is organized as a limited liability company and is SEC-registered since 2012. FINTRX identifies the firm as a capital allocator and lists its owner type as a combination of a domestic entity and an individual. The profile classifies the firm as "Unclassified" and flags that it is not an active ESG investor. Other firm attributes reported include that it is not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. Publicly available FINTRX data provides limited detail on the firm's client mix, advisory activities, or investment mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices