Ocean Park Asset Management

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

3420 Ocean Park Blvd Ste 3060, Santa Mon...

Phone Number

(310) 452-1887

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
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2
2
1
2

About Ocean Park Asset Management

Ocean Park Asset Management specializes in disciplined risk management through a tactical, rules-based investment process focused on helping investors limit downside risk and grow their wealth. Their solutions encompass strategies for TAMPs, mutual funds, active ETFs, and separately managed accounts, allowing rapid allocation adjustments during market downturns. The firm targets various client needs by offering a range of investment models and strategies tailored for different risk profiles and income objectives. Founded with a mission to help clients achieve their financial goals, Ocean Park continues to evolve its services in navigating complex financial landscapes.Explore more
Ocean Park Asset Management's Social MediaPopular SearchesOcean Park Asset Management IncOcean Park Asset ManagementOcean Park Capital ManagementOcean Park Capital Management LLCOcean Park Investments IncSIC Code 62,628NAICS Code 52,523Show more

Ocean Park Asset Management Org Chart

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Chief Financial Officer

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Vanda Freesman, Chief Marketing Officer at Ocean Park Asset Management
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Chief Marketing Officer

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Regional Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ocean Park Asset Manageme...

<$5M
11-50
Private
-
1988
AD
Annalisa DonatiChief Financial Officer
$8.2M
1-10
Private
<$5M
2003
Jeff Jorgensen, Chief Operating Officer at The Institute for Wealth Management
Jeff JorgensenChief Operating Officer
$7.7M
11-50
Private
-
1988
RC
Ross ClemonsChief Technology Officer
<$5M
1-10
Private
-
2003
N/A
<$5M
11-50
Private
-
1986
JF
Jonathan FairchildExecutive Vice President & Director, Financial Consulting & Business Development Principal
<$5M
11-50
Private
-
2003
JG
Jennifer GarrettWealth Management Associate
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Ocean Park Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Ocean Park Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Ocean Park Asset Management.

Ocean Park Asset Management Tech Stack

A closer look at the technologies used by Ocean Park Asset Management

Ocean Park Asset Management News & Media

  • Ocean Park Asset Management Named Finalist for 2025 FCS Portfolio Award

    LOS ANGELES--(BUSINESS WIRE)--Ocean Park Asset Management has been named a finalist in the 2025 Financial Communications Society (FCS) Portfolio Awards for its innovative direct mail campaign, developed in collaboration with Norton Agency. The campaign is recognized in the Direct Mail category for its creative excellence and clear reflection of the firm’s core investment philosophy. The campaign utilized Ocean Park’s yellow rubber duck, a lighthearted yet meaningful brand symbol inspired by a l
  • Ocean Park Strategies Now Available to Advisors on LPL’s Model Wealth Portfolios (MWP) Platform

    SANTA MONICA, Calif.--(BUSINESS WIRE)--Ocean Park Asset Management announced today that five of its strategies are now available on LPL Financial’s “Model Wealth Portfolios” (MWP) platform: Ocean Park Tactical Bond Strategy, Ocean Park Municipal Bond Strategy, Ocean Park Strategic Income Strategy, Ocean Park Conservative Allocation Strategy, and Ocean Park Moderate Allocation Strategy. The Ocean Park model portfolios are designed to follow the firm’s quantitative rules-based investment process
Read more news

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Frequently Asked Questions Regarding Ocean Park Asset Management

What is Ocean Park Asset Management's official website?
Ocean Park Asset Management's official website is www.oceanparkam.com
What is Ocean Park Asset Management's Revenue?
Ocean Park Asset Management's revenue is <$5 Million
What is Ocean Park Asset Management's SIC code?
Ocean Park Asset Management's SIC: 62,628
What is Ocean Park Asset Management's NAICS code?
Ocean Park Asset Management's NAICS: 52,523
How many employees does Ocean Park Asset Management have?
Ocean Park Asset Management has 11-50 employees
What industry does Ocean Park Asset Management belong to?
Ocean Park Asset Management is in the industry of: Finance, Securities Trading
What is Ocean Park Asset Management competition?
Ocean Park Asset Management top competitors include: Telos Capital Management, The Institute for Wealth Management, Evanson Asset Management, Montecito Capital Management Group
What technology does Ocean Park Asset Management use?
Some of the popular technologies that Ocean Park Asset Management uses are: WordPress.org, PHP, Cloudflare Website Optimization, Wistia
Who is the CFO of Ocean Park Asset Management?
Ocean Park Asset Management's CFO is Annalisa Donati
How do I contact Ocean Park Asset Management?
Ocean Park Asset Management contact info: Phone number: (310) 452-1887 Website: www.oceanparkam.com
What does Ocean Park Asset Management do?

Ocean Park Asset Management specializes in disciplined risk management through a tactical, rules-based investment process focused on helping investors limit downside risk and grow their wealth. Their solutions encompass strategies for TAMPs, mutual funds, active ETFs, and separately managed accounts, allowing rapid allocation adjustments during mar... ket downturns. The firm targets various client needs by offering a range of investment models and strategies tailored for different risk profiles and income objectives. Founded with a mission to help clients achieve their financial goals, Ocean Park continues to evolve its services in navigating complex financial landscapes.Read More

What are Ocean Park Asset Management social media links?
Ocean Park Asset Management Linkedin page Ocean Park Asset Management Facebook page
Is Ocean Park Asset Management a public company?
Ocean Park Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Ocean Park Asset Management

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