⚲
|
Oceanside Advisors LLC
✚
| |
---|---|
CRD # | 170307 |
SEC # | 801-127503 |
CIK # | 0002012184 |
AUM | $136.4 MM (2024-05-01) |
Employees | 5 (80% Investors, 0% Brokers) |
Phone | 843-830-6568 |
Address | 235 Magrath Darby Blvd Mount Pleasant, SC 29464 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
GLD | 0.7 | ||
MSFT | 1,918,222.4 | 0.6 | |
AAPL | 2,382,844.0 | 0.6 | |
Holdings by Sector ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 151 | 44.2 |
(b) Individuals (high net worth individuals) | 51 | 87.3 |
(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 | 11 | 4.9 |
(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 | 603 | 136.4 |
By Discretionary | ||
Discretionary | 603 | 136.4 |
Non-Discretionary | 0 | 0.0 |
Total | 603 | 136.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 136.4 | |
Total | 603 | 136.4 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0002012184] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Kelsey Financial LLC
✚
|
CA | 0.1 |
Conceptual Financial Advisors LLC
✚
|
WI | 0.1 |
Great Hill Advisory Ltd
✚
|
NY | 0.1 |
SMB Financial Services Inc
✚
|
OR | 0.1 |
O'Dell Capital Management
✚
|
OH | 0.1 |
Stewardship Capital Ltd
✚
|
MO | 0.1 |
Entasis Asset Management LLC
✚
|
WI | 0.1 |
Davis Wealth Advisors LLC
✚
|
NH | 0.1 |
360 Financial Partners LLC
✚
|
SC | 0.1 |
Ivy League Financial Advisors LLC
✚
|
MD | 0.1 |