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Oceanis Financial Advisors, Inc.

● SEC registered since 2020CRD 307787SEC# 801-118279Miami, FL
Export (members)
Reg. AUM
$216.3M
Employees
2
Accounts
83
Location
Miami, FL

Oceanis Financial Advisors, Inc. assets under management

Oceanis Financial Advisors, Inc. is a registered investment adviser overseen by the SEC based in Miami, FL. The firm has been registered since 2020. It reports $216.3 million in regulatory assets under management and employs 2 people.
instagram.com/oceanisfaView on SEC.gov ↗

Oceanis Financial Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Alberto Nmi Otero ControlPresident50-75%2019
Michele Paradiso ControlShareholder And Chief Compliance Officer25-50%2020

Frequently asked questions

How much does Oceanis Financial Advisors, Inc. manage?

Oceanis Financial Advisors, Inc. reports $216.3 million in regulatory assets under management on its Form ADV.

How many employees does Oceanis Financial Advisors, Inc. have?

Oceanis Financial Advisors, Inc. reports 2 employees.

Where is Oceanis Financial Advisors, Inc. located?

Oceanis Financial Advisors, Inc. is based in Miami, FL and has been SEC-registered since 2020.

Does Oceanis Financial Advisors, Inc. disclose fund performance?

Oceanis Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address40 SW 13th Street, Suite 605, Miami, FL 33130
Phone305-330-4398
Office hoursBy Appointment
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$216.3M
Non-discretionary$0
Total (RAUM)$216.3M