Oregon Pacific Financial Advisors Inc

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Oregon Pacific Financial Advisors Inc ✚
CRD #	110176
SEC #	801-122218
CIK #
AUM
Employees	7 (86% Investors, 100% Brokers)
Phone	541-772-1116
Address	210 West 8th Street Medford, OR 97501-3171
Source	[IAPD] [Website] [Twitter] [Facebook] [Instagram]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	544	79.2
(b) Individuals (high net worth individuals)	42	47.8
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	24	20.3
(h) Charitable organizations	5	9.8
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	615	157.1
By Discretionary
Discretionary	532	131.4
Non-Discretionary	83	25.7
Total	615	157.1
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		157.1
Total	615	157.1

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