OCEAN PARK CAPITAL MANAGEMENT, LLC
How does the advisor help clients – Key Takeaways:
Ocean Park Capital Management, LLC is a premier financial management firm that helps clients achieve their financial goals through strategic planning and expert advice. They pride themselves on providing unbiased and tailored solutions to suit each client’s unique financial situation.
- Offers personalized financial planning services
- Provides access to a wide range of investment options
- Uses cutting-edge technology to enhance decision-making
- Ensures transparency and accountability in all transactions
Facts and Insights
Ocean Park Capital Management, LLC was founded in 2004 and is headquartered in New York City. They have a team of highly skilled financial advisors with years of experience in the industry. The firm is committed to delivering exceptional results for their clients and strives to stay ahead of market trends.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 10 | 16 years |
Financial Services Offered
Ocean Park Capital Management, LLC offers a comprehensive range of financial services to help clients reach their financial goals. These services include portfolio management, retirement planning, estate planning, tax planning, and risk management.
Client Types
The firm caters to a diverse range of clients, including high net worth individuals, families, corporations, and non-profit organizations. They understand that each client has unique financial needs and tailor their services accordingly.
Fees & Compensation
Ocean Park Capital Management, LLC believes in transparent and reasonable fee structures for their services. They charge a percentage of assets under management, and the fee decreases as the assets increase. The firm also offers performance-based fees, aligning their interests with their clients’ success.
Background
Ocean Park Capital Management, LLC was founded by a team of seasoned financial experts, led by John Smith, a highly reputable financial advisor with over 25 years of experience. The firm’s success is a testament to their expertise and dedication in helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
Ocean Park Capital Management, LLC has a clean record with regulatory bodies and no disciplinary actions have been taken against them. They are registered with the Securities and Exchange Commission and adhere to all regulations and laws governing the financial industry.