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
View Top Employees from Private Ocean| Website | http://www.privateocean.com |
| Revenue | $10 million |
| Employees | 26 (26 on RocketReach) |
| Founded | 2009 |
| Address | 100 Smith Ranch Road Suite 300, San Rafael, California 94903, US |
| Phone | (415) 526-2900 |
| Fax | (415) 459-3956 |
| Technologies |
JavaScript,
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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 | Aspiriant, Baker Street Advisors, ClearPath Capital Partners, Evercore, Litman Gregory Wealth Management |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies |
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Private Ocean Questions
The Private Ocean annual revenue was $10 million in 2024.
Mike Sbrocco is the CFO of Private Ocean.
26 people are employed at Private Ocean.
Private Ocean is based in San Rafael, California.
The NAICS codes for Private Ocean are [5239, 52, 52393, 523].
The SIC codes for Private Ocean are [628, 62].
Top Private Ocean Employees
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ViewChanning Hussey
Principal | Director of Operations at Private Ocean
San Francisco, California, United States22 -
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