Blue Ocean Global Wealth
Blue Ocean Global Wealth (CRD# 167730) is a financial advisory firm headquartered in Gaithersburg, MD. They manage $9,200,000 in 78 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management9MILLION
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Total Number of Accounts78ACCOUNTS
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Average Account Value$117,949
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DC
Financial Advisors at Blue Ocean Global Wealth
No Advisor Found.
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