|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Oceanis Financial Advisors Inc
✚
|
|
|---|---|
| CRD # | 307787 |
| SEC # | 801-118279 |
| CIK # | |
| AUM | $216.3 M (2025-02-18) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 336-655-1400 |
| Address | 40 SW 13th Street Miami, FL 33130 |
| Source | [IAPD] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 6.0 |
| (b) Individuals (high net worth individuals) | 18 | 70.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 21 | 139.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 83 | 216.3 |
| By Discretionary | ||
| Discretionary | 83 | 216.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 83 | 216.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 164.0 | |
| United States Persons | 52.3 | |
| Total | 83 | 216.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Horizon Wealth Advisors LLC
✚
|
0.2 | |
|
Revere Asset Management Inc
✚
|
TX | 0.2 |
|
Bazis Private Wealth LLC
✚
|
NE | 0.2 |
|
Apex Capital Management LLC
✚
|
LA | 0.2 |
|
Greybull Partners LLC
✚
|
GA | 0.2 |
|
Byrne Asset Management LLC
✚
|
NJ | 0.2 |
|
Calderwood Financial Strategies Inc
✚
|
TX | 0.2 |
|
WD Rutherford LLC
✚
|
OR | 0.2 |
|
Prairie Rivers Investments LLC
✚
|
IL | 0.2 |
|
Colin Bruce Ted
✚
|
0.2 |