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OREGON FINANCIAL PRODUCTS & SERVICES, LLC
CRD 155852
5741 NE GLISAN ST., STE. 1, PORTLAND, OR, 97213-3793, United States
Phone
503-232-4214
Fax
503-232-5091
Registration
— (—)
Source
State registered
Total AUM
$14.2M
Discretionary AUM
$14.2M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; ANNUAL CAP = $1,000
Org form
Limited Liability Company
Filing date
2025-08-01
Disciplinary history
No
Services
Portfolio management (individuals)Market timing
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $14.2M |
Official SEC filing: View on IAPD