Private Ocean

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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.

Trusted 2019 Trusted Firm


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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Avg Advisor Years Registered 3
Percentage of Advisors Trusted 74%
Minimum Investment $2,000,000
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

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