Oceanfirst Bank is a large advisory firm based in Toms River. It manages $46.3 million of regulatory assets for 66 client accounts. It has been registered with the SEC as an adviser since 2004.
Oceanfirst Bank provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Oceanfirst Bank is $46.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Oceanfirst Bank for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John W Chadwick has been acting as President since 1 Feb 2002. Joseph J Burke joined the executive team most recently as the Director.
The principal office where Oceanfirst Bank performs its advisory services is located at 975 Hooper Avenue, Toms River, NJ 08754, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 732-240-4500 or by fax 732-473-0156. The normal business hours are 8 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.oceanfirst.com.