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| Keyboard |
| Oriental Financial Services LLC
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|---|---|
| CRD # | 29753 |
| SEC # | 801-88203 |
| CIK # | |
| AUM | 419.6 M (2026-03-30) |
| Employees | 28 (39% Investors, 64% Brokers) |
| Fees | |
| Minimum | |
| Phone | 787-474-1993 |
| Address | 254 Munoz Rivera Ave San Juan, PR 00918 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 347 | 74.1 |
| (b) Individuals (high net worth individuals) | 37 | 125.1 |
| (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 | 1 | 0.5 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 2 | 24.1 |
| (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 | 80 | 195.7 |
| (n) Other | 0 | 0.0 |
| Total | 468 | 419.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 468 | 419.6 |
| Total | 468 | 419.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 419.6 | |
| Total | 468 | 419.6 |
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|---|---|---|
|
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✚
|
NY | 588.2 M |
|
Optimized Investment Partners LLC
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525.0 M | |
|
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Fukoku Life International America Inc
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|
Claren Road Private Credit Solutions LLC
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|
NY | 277.9 M |
|
Memphis Capital Management LLC
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|
TN | 268.6 M |
|
IH2 Advisors & Company
✚
|
DE | 265.3 M |
|
Chadler Investment Advisory Solutions LLC
✚
|
NJ | 232.0 M |