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Last updated: January 16th, 2020. Data source: SEC filings.
Private Ocean, federally registered in 1984, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 22 advisors. Private Ocean manages $2.0 billion and provides investment advisory services for 1,044 clients (1:48 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 1%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||3|
|Percentage of Advisors Trusted||74%|
|Average Client Balance||$1,920,227|
|Total AUM||$2.0 billion|
|Advisor / Client Ratio||1:48|
|Headquarters||San Rafael, CA|
|SEC Filings||Forms and Brochures (CRD # 110666)|
|State(s) Registered||AZ, CA, CO, FL, HI, NV, NY, OR, TX, WA|