Investment adviser · CRD 29753
ORIENTAL FINANCIAL SERVICES LLC
Investment adviser filing (IA)
SAN JUAN, PR, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $420M Form ADV · Item 5.F
- Client accounts
- 468 Accounts, not individual clients
- Employees
- 28 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | 80 | $195,726,880 | 46.7% |
| High-net-worth individuals | 37 | $125,067,706 | 29.8% |
| Individuals | 347 | $74,098,595 | 17.7% |
| Government entities | 2 | $24,136,485 | 5.8% |
| Retirement plans | 1 | $503,489 | 0.1% |
| Charities | 1 | $22,629 | 0.0% |
Filing source
Form ADV 2086298 · Mar 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Percentage of assets
Principal office
254 MUNOZ RIVERA AVE, 11TH FLOORSAN JUAN, PR, 00918, United States
CRD 29753
Filing source
Form ADV 2086298 · Mar 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.