Private Ocean

Private Ocean

100 Smith Ranch Road Suite 300 San Rafael, 94903

Private Ocean is a West Coast-based wealth management firm deliberately structured to give clients the intimate experience of a small firm while harnessing the power, depth and discipline of a much larger one. Formed in 2009, Private Ocean (www.privateocean.com) combined two of the oldest privately-held wealth management firms in the San Francisco Bay Area. The firm has $2.1 billion in assets under management as of June 30, 2020, and has locations in San Rafael, San Francisco, and Seattle.

Our advisors offer a complimentary financial consultation.