OCEAN FINANCIAL SERVICES, LLC

Overview

Ocean Financial Services, LLC is organized as a limited liability company and is registered with the SEC since 2012. FINTRX classifies the firm as an unclassified adviser and lists its owner type as a combination of a domestic entity and an individual. The firm is identified as a capital allocator, which suggests it deploys or directs client capital rather than operating solely as a product sponsor or broker. FINTRX records indicate the firm does not position itself as an active ESG investor and is not registered as a multi-state adviser. It is also not listed as a pension consultant or as a related adviser to another registered entity.

Assets & Accounts

Investments & Alternatives

Location & Offices