Private Ocean, LLC
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Private Ocean, LLC - overview
Established
2009
Location
San Rafael, CA, US
Primary Industry
Financial Services
About
Founded in 2009 by CEO Greg Friedman, and based in California, US, Private Ocean, LLC was formed through the merger of Salient Wealth Management and Friedman & Associates. The company is a wealth management company that offers investing and financial planning services. In November 2021, Wealthspire Advisors agreed to acquire Private Ocean, LLC. The services offered by the company include investing and financial planning.
Primary Industry
Financial Services
Sub Industries
Consulting Services, Accounting Services, Investment Banking
Website
www.privateocean.com
Verticals
FinTech
Total Amount Raised
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Private Ocean, LLC - employee data
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