PRIVATE OCEAN LLC

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Private Ocean LLC operates as a wealth management firm. Private Ocean provides financial planning and consulting services. It primarily provides its services to high net worth individuals.

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PRIVATE OCEAN LLC

Social Links:

Industry:
Financial Services

Founded:
2009-01-01

Status:
Active

Technology used in webpage:
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Current Employees Featured

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Greg Friedman
Greg Friedman Co-Founder, President and CEO @ Private Ocean LLC
Co-Founder, President and CEO
1991-01-01

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Mike Sbrocco
Mike Sbrocco CFO @ Private Ocean LLC
CFO
2020-01-01

Founder


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Greg Friedman

Acquisitions List

Date Company Article Price
2018-01-17 Lakeview Financial Lakeview Financial acquired by Private Ocean LLC N/A

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