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Oceanis Financial Advisors, Inc.

Headquartered in MIAMI, FL

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Firm Information

Oceanis Financial Advisors, Inc. is a Miami, FL-based registered investment advisor with $216,276,904 in regulatory assets under management. The firm provides portfolio management services for individuals, businesses, and investment companies. They have a total of 83 accounts, all of which are discretionary. The firm primarily serves high-net-worth individuals, investment companies, and individuals other than high-net-worth.

Oceanis Financial Advisors, Inc.

40 SW 13TH STREET

MIAMI, FL 33130

$216.28M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

OCEANIS FINANCIAL ADVISORS, INC. has a total of 1 branch locations across the country.
location

MIAMI, FL

Advisors at Oceanis Financial Advisors, Inc.

View All 1 Advisors
Unclaimed
Alberto Nmi Otero

RA

MIAMI, FL

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Disclosures

There are no public disclosures for Oceanis Financial Advisors, Inc..

Frequently Asked Questions (6)

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