Tiana Brenneise
Tiana Brenneise is a registered investment advisor at Ocean Park Asset Management, LLC, based in Santa Monica, CA, with 12 years of industry experience. Tiana is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 138 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.40% |
| $500K - $2.0M | 1.80% |
| $2M+ | 1.20% |
Fees are assessed quarterly in advance. Rates shown are annualized. Fees may be negotiable based on account type, transaction activity, and total relationship size. Accounts holding affiliated funds receive a fee offset credit.
Fee Estimator
Location
3420 Ocean Park Blvd., Ste 3060, Santa Monica, CA, 90405
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Tiana owns The Honeys Collection, a merchandise and apparel company, and spends a few hours per week on sales activities. She also works as a marketing director and owns Airbnbs, dedicating minimal time to each. Finally, Tiana works as a scheduler for DW Enterprises, Inc. for a minimal amount of time.
Employment History
Current Registrations
Ocean Park Asset Management, LLC
Northern Lights Distributors, LLC
Northern Lights Distributors, LLCBroker
Previous Registrations
Ocean Park Asset Management, INC.
Aig Capital Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Kittiwat Sripom, CFPFocus Partners Wealth, LLC
- Jason Bernstein, CFPStrategic Advisers LLC
- Scott Swanson, CFPQuantum Financial Advisors, LLC
- Elizabeth Greulich, CFPQuantum Financial Advisors, LLC
- Alexander Bartos, CFA, CFPEmpirical Wealth Management
- Mark Maloney, CFPLPL Financial LLC