Bruk
Campbell

Ocean Park Asset Management, Inc

CRD#7044657
Investment Advisor
in Santa Monica, CA

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About this Advisor

Bruk Campbell is a financial advisor based in Santa Monica, California, working with Ocean Park Asset Management, Inc. Bruk has previously held positions at Moorpark College, Grand Canyon University, Shelley's Stereo, World Financial Group, Pottery Barn, Rancho Simi Recreation and Park District, Winters Financial Group, Axa Advisors, and Sierra Investment Management, Inc. Bruk has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Bruk is part of Ocean Park Asset Management, Inc, which operates out of Santa Monica, California. The firm has 1 office and 48 employees. The firm manages assets totaling $146.8 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Ocean Park Asset Management, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

3420 Ocean Park Blvd Suite 3060
Santa Monica, CA 90405

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Ocean Park Asset Management, Inc Brokerage Details

Total Assets Under Management

$146,810,142

CA Average: $7,578,581,321
Total Number of Employees

48

CA Average: 43
Total Number of Accounts

609

CA Average: 3,727
Average Account Size

$241,068

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Bruk Campbell Work History

2022 - Present (2 years)

Sierra Investment Management, Inc

2019 - 2022 (3 years)

Winters Financial Group

2018 - 2019 (1 year)

Shelley'S Stereo

2018 - 2019 (1 year)

Axa Advisors

2017 - 2019 (2 years)

Grand Canyon University

2017 - 2017 (< 1 year)

World Financial Group

2015 - 2018 (3 years)

Pottery Barn

2012 - 2016 (4 years)

Moorpark College

2009 - 2015 (6 years)

Rancho Simi Recreation And Park District

Disclosures

Please visit the SEC profile of Bruk Campbell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ocean Park Asset Management, Inc

Tiana Brenneise
Santa Monica, CA
Bruk Campbell
Santa Monica, CA
Marshall Quan
Santa Monica, CA
David Wright
Santa Monica, CA
Kenneth Sleeper
Santa Monica, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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