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| Happy Holidays!! thanks for using AUM13F!! |
| Ocean Park Asset Management Inc
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|---|---|
| CRD # | 105765 |
| SEC # | 801-35678 |
| CIK # | 0001538050, 0001538052 |
| AUM | $146.8 M (2024-09-06) |
| Employees | 48 (17% Investors, 52% Brokers) |
| Phone | 310-452-1887 |
| Address | 3420 Ocean Park Blvd Santa Monica, CA 90405 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 400 | 75.4 |
| (b) Individuals (high net worth individuals) | 15 | 36.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 2.0 |
| (h) Charitable organizations | 0 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 8 | 31.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 609 | 146.8 |
| By Discretionary | ||
| Discretionary | 609 | 146.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 609 | 146.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 146.8 | |
| Total | 609 | 146.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001538052] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Ocean Park Asset Management Inc
✚
|
CA | 0.1 |
|
Wright Fund Management, LLC
✚
|
CA | 0.0 |
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EDMP Inc
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FL | 0.1 |
|
Benchmark Capital Group Ltd
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IL | 0.1 |
|
Waverley Wealth Management LLC
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AXOS Invest Inc
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NV | 0.1 |
|
Fifth SET Private Wealth Management LLC
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|
0.1 | |
|
Capital Achievements LLC
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|
0.1 | |
|
Kensington Financial Group Inc
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|
NC | 0.1 |
|
Forty Three Eighteen Advisors LLC
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|
AR | 0.1 |
|
Floyd Financial Group LLC
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|
MO | 0.1 |
|
Olson Investment Advisors LLC
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|
0.1 |