OCEANIS FINANCIAL ADVISORS, INC.
Miami, United States · CRD 307787
SEC-registered investment adviser since 2020 · corporation. It files no 13F, so there are no holdings to show.
- Assets managed$225.6m
- Main clients (by assets)Mutual funds and ETFs 66%, High net worth individuals 32%, Individuals 3%
- Form ADV · 2026-03-25SEC adviser record
- Kindmutual funds
- Others nearbyMiami, FL
As an employer
- Staff (Form ADV)2 · 1 in investment roles
- Offices in1 country