15-29 Employees

14

Private Ocean

Overall Ranking23

Employees29 Firm TypeRIA CEO and PresidentGreg Friedman LocationSan Rafael, CA Primary CustodianSchwab Advisor Services

Overall Ranking23

Employees29 Firm TypeRIA CEO and PresidentGreg Friedman LocationSan Rafael, CA Primary CustodianSchwab Advisor Services

Private Ocean treats its staff to gym memberships, flexible start times, early Fridays, free snacks and lunches, and Amazon gift cards for their birthdays. In addition, the firm hosts a yearly "Family Weekend at the River." All employees are eligible for a personal-goal-achievement bonus and company net-operating-income bonus, each up to 10% of an employee's base pay, as well as a client-referral bonus of 10% of net client fees in the first year, and 5% in each of the next two years. Employees are given paid time off to help with disaster recovery efforts, most recently after the Santa Rosa fires. The company donates up to $500 yearly to employees' favorite causes.

Private Ocean treats its staff to gym memberships, flexible start times, early Fridays, free snacks and lunches, and Amazon gift cards for their birthdays. In addition, the firm hosts a yearly "Family Weekend at the River." All employees are eligible for a personal-goal-achievement bonus and company net-operating-income bonus, each up to 10% of an employee's base pay, as well as a client-referral bonus of 10% of net client fees in the first year, and 5% in each of the next two years. Employees are given paid time off to help with disaster recovery efforts, most recently after the Santa Rosa fires. The company donates up to $500 yearly to employees' favorite causes.

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