Ocean Park Securities, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
Edina, Minnesota
CRD number
282608
Registered since
July 11, 2016

Firm profile

FINTRX

Overview

Ocean Park Securities, LLC is set up as a limited liability company and appears in FINTRX as an investment bank that registered with the SEC in 2016. The firm is owned by an individual and is not identified in the dataset as a capital allocator. FINTRX does not flag the firm as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. FINTRX provides very little detail about the firm’s advisory activities, fee model, client segmentation, or specific business lines. The profile in the source material is minimal, which suggests the entity’s visible footprint in retail or institutional advisory services is limited compared with typical registered investment advisers.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 9
  • Eric Ouyang

    Eric Ouyang

    Managing DirectorCRD 5016546

  • John Campbell

    John Campbell

    Managing DirectorCRD 6345164

  • Elizabeth Collins

    FinOpCRD 4714831

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Edina, MN

Hennepin

Location

Edina, MN

Headquartered in Edina, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
7300 Metro Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth