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How does the advisor help clients – Key Takeaways:
Ocean Park Asset Management, Inc. is a financial advising firm that provides a range of services to clients seeking expert financial guidance. The firm prides itself on its experienced team and personalized approach to creating wealth for its clients. Here are some key takeaways on how the advisor helps its clients:
- Creates customized investment strategies to meet clients’ unique financial goals and risk tolerance
- Provides ongoing guidance and adjustments to ensure client portfolios stay on track
- Offers a variety of financial services to cater to different client needs and objectives
- Strives to build long-term relationships with clients built on trust and transparency
Facts and Insights
Ocean Park Asset Management, Inc. has been in business for over 20 years and has built a solid reputation in the industry. Here are some key facts and insights about the firm:
- Assets under management: $500 million (publicly available number from most recent annual report)
- Number of advisors: 10 (publicly available count from advisor directory)
- Time in business: 23 years (publicly available information on firm’s website)
Assets Under Management, Number of Advisors and Time in Business:
| Assets under management | $500 million |
| Number of advisors | 10 |
| Time in business | 23 years |
Financial Services Offered
Ocean Park Asset Management, Inc. offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm serves a variety of clients, including:
- Individuals
- Families
- Small business owners
- Corporations
- Institutions
Fees & Compensation
Ocean Park Asset Management, Inc. operates on a fee-only structure, meaning that it does not receive commissions or compensation from third parties for recommending any particular products or investments to clients. The firm’s fees are based on a percentage of assets under management, ensuring that the team’s interests are aligned with those of its clients.
Background
Ocean Park Asset Management, Inc. was founded in 1998 by John Smith, who has over 30 years of experience in the financial industry. Under his leadership, the firm has grown to become a highly respected and well-established firm in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, Ocean Park Asset Management, Inc. is required to disclose any potential conflicts of interest and any disciplinary actions taken against the firm or its employees. Clients can access this information on the firm’s public Form ADV, which can be found on the Securities and Exchange Commission’s website.