With Private Ocean, you enjoy the direct support of a close-knit team of seasoned advisors and operations specialists. They listen closely to you, plan with you, develop investment strategy with you and monitor all your portfolio activity. Each of them embraces your goals as their own. Each contributes to making you feel confident, informed and in control at all times. Follow us on Twitter: @_privateocean
| Website | http://www.privateocean.com |
| Revenue | $10.9 million |
| Employees | 19 (6 on RocketReach) |
| Founded | 2009 |
| Address | 100 Smith Ranch Road Suite 300, San Rafael, California 94903, US |
| Phone | +1 415-526-2900 |
| Technologies |
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| Industry | Financial Services, Finance General, Consulting Services (B2B), Wealth Management, Finance, Other Financial Services, Financial Management, Financial Planning |
| Web Rank | 5 Million |
| Keywords | Private Ocean, Private Ocean Wealth Management, Privte Ocean |
| Competitors | Wells Fargo, Fidelity Investments, Morgan Stanley, Schwab Advisor Services, Merrill Lynch, Edward Jones, Financial Services Company, LPL Financial, Raymond James, TIAA +44 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
Looking for a particular Private Ocean employee's phone or email?
Private Ocean Questions
The Private Ocean annual revenue was $10.9 million in 2026.
Mike Sbrocco is the CFO of Private Ocean.
6 people are employed at Private Ocean.
Private Ocean is based in San Rafael, California.
The NAICS codes for Private Ocean are [5239, 523, 52393, 52].
The SIC codes for Private Ocean are [62, 628].
Top Private Ocean Employees
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Mike Sbrocco
Chief Financial Officer at Private Ocean
San Rafael, CA, US14 -
Fred Dopfel
Chair of Investment Committee at Private Ocean
California, United States14 -
Deborah Gibbs
Client Services Team Lead at Private Ocean
Kirkland, WA, US53 -
Cynthia Greenfield
Marketing at Private Ocean
Novato, CA, US1 -
Deborah Gibbs
Investment Operations Specialist at Private Ocean
Seattle, WA, US43 -
Mac Dunstan
Advisor at Private Ocean
Seattle, WA, US2
