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ORIENTAL FINANCIAL SERVICES LLC
270 Munoz Rivera Ave
Suite Mezzanine
San Juan, Puerto Rico 00918
Tel: 787-474-1993
About ORIENTAL FINANCIAL SERVICES LLC
ORIENTAL FINANCIAL SERVICES LLC, formally registered with the SEC as ORIENTAL FINANCIAL SERVICES LLC. The firm was established in 04/23/2015. They have over 6 offices throughout the country.
ORIENTAL FINANCIAL SERVICES LLC is a San Juan, Puerto Rico based Financial Planning firm with nearly $283,584,141 assets under management, offering retirement planning & investment advisory services to 469 clients. The firm is staffed with 28 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 29753 |
| SEC# | 801-88203 |
| Assets Managed by Firm | $283,584,141 |
| No. of Clients | 469 |
| No. of Advisors | 28 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Other (WRAP FEE PROGRAM)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 469 | $283,584,141 |
| Individuals (other than high net worth individuals) | 374 | $74,001,747 |
| High net worth individuals | 26 | $58,317,521 |
| Pension and profit sharing plans | 4 | $747,034 |
| Charitable organizations | 1 | $49,550 |
| Corporations or other businesses | 63 | $130,539,540 |
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