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ORIENTAL FINANCIAL SERVICES LLC
CRD 29753 · SEC 801-88203
254 MUNOZ RIVERA AVE, 11TH FLOOR, SAN JUAN, PR, 00918, United States
Phone
787-474-1993
Fax
787-474-1997
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$419.6M
Discretionary AUM
$0
Team
28 total employees; 11 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
WRAP FEE PROGRAM
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 347 | $74.1M |
| High net worth individuals | 37 | $125.1M |
| Pension/profit sharing plans | 1 | $503K |
| Charitable organizations | 1 | $23K |
| State/municipal entities | 2 | $24.1M |
| Corporations/business entities | 80 | $195.7M |
States served
PR, VI
All web addresses on file
Official SEC filing: View on IAPD