Overview
Assets Under Management: $420 million
Headquarters: SAN JUAN, PR
High-Net-Worth Clients: 37
Average Client Assets: $3.4 million
Frequently Asked Questions
ORIENTAL FINANCIAL SERVICES LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #29753), ORIENTAL FINANCIAL SERVICES LLC is subject to fiduciary duty under federal law.
ORIENTAL FINANCIAL SERVICES LLC is headquartered in SAN JUAN, PR.
ORIENTAL FINANCIAL SERVICES LLC serves 37 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
ORIENTAL FINANCIAL SERVICES LLC manages $420 million in client assets according to their SEC filing dated March 30, 2026.
Services Offered
Services:
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.81%
Average Client Assets: $3.4 million
Total Client Accounts: 468
Non-Discretionary Accounts: 468
Regulatory Filings
CRD Number: 29753
Filing ID: 2086298
Last Filing Date: 2026-03-30 16:45:14