Blue Ocean Capital
West Palm Beach, Florida
Blue Ocean Capital is a small investment advisory firm based out of West Palm Beach, FL, with one office. With over 80 individual clients and a remarkable $456,754,000 in assets under management, they have established a strong presence in the financial industry. Specializing in high net worth individuals, Blue Ocean Capital offers personalized investment strategies and financial planning services.
As a reputable accounting firm, Blue Ocean Capital also provides comprehensive accounting services to their clients. While managing employer funds is within their capabilities, 401K and individual accounts constitute less than 30% of th...
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Assets Under Mgmt
$456.75M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other Business Activities
Accountant or accounting firm
Articles
Articles
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