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Green Ocean Global Advisors LLC

EST. AUM
$160,000,000

CONTACTS

CLIENT ACCOUNTS
147

Firm Details

Metro area San Francisco
CRD Number 321145
Website greenoceanglobal.net
Client types

Overview

Green Ocean Global Advisors LLC is a fee-only fiduciary wealth-management firm serving U.S.-based and internationally mobile clients. The firm specializes in Americans living in Portugal and elsewhere in Europe who need investment management coordinated across U.S. and European financial systems. Services include portfolio management, comprehensive financial planning, retirement planning, tax-aware investment planning, equity-compensation planning, estate planning, and cross-border wealth management. Its investment process emphasizes personalized strategies, diversification, tax efficiency, and portfolios that can adapt as client circumstances change.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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