Marshall
Quan
Ocean Park Asset Management, Inc
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About this Advisor
Marshall Quan is a financial advisor who works in Santa Monica, California with 22 years of industry experience. Quan is an employee of Ocean Park Asset Management, Inc. They have been employed by Ocean Park Asset Management, Inc for all of their career. Quan has a Series 65 license, certifying them as an investment advisor representative, and can serve investors in California and Oregon. Ocean Park Asset Management, Inc is a firm that has its headquarters in Santa Monica, CA. It has $167 million in assets between its 853 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm advises three charitable organizations. Of its 853 customer accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets. Ocean Park Asset Management, Inc offers portfolio management for individuals and small businesses. Fees charged by financial advisors typically are based on which service is provided. However, fee types billed by Ocean Park Asset Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ocean Park Asset Management, Inc Brokerage Details
$166,719,340
8
853
$195,451
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Marshall Quan Work History
Marshall has been registered as a financial advisor for 22 years.*
Sierra Investment Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Marshall Quan 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
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
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