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Financial Advisor
South Carolina
Mount Pleasant
OCEANSIDE ADVISORS LLC

OCEANSIDE ADVISORS LLC

Tel: 843-830-6568 235 Magrath Darby Blvd. Suite 150 Mount Pleasant, South Carolina 29464

About OCEANSIDE ADVISORS LLC

OCEANSIDE ADVISORS LLC is a Mount Pleasant, South Carolina based financial advisory firm with nearly $159,600,000 in assets under management and provides investment advisory services for 703 clients. There are currently 5 financial advisors at the firm.

General Information
Firm CRD#:

170307

Firm SEC#:

801-127503

Assets Under Management:

$159,600,000

No. of Clients:

703

No. of Advisors:

5

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based

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