Oriental Financial Services LLC

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Client assets under management

$199,166,301

Clients

384

10% high-net worth

Advisors

of 28 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Very Low

Average account size

$518,662

Client services

Wrap fee program

Main office location

Oriental Financial Services LLC

254 Munoz Rivera Ave, 11 Th Floor

San Juan PR 00918, United States

Number of offices

Most active in

Puerto Rico · Virgin Islands

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 787-474-1993

Advisors at this firm

Clara F

Series 63, Series 65

San Juan, PR

Oriental Financial Services LLC

Sergio M

Series 66

San Juan, PR

Oriental Financial Services LLC

Casto C

Series 66

San Juan, PR

Oriental Financial Services LLC

Vicente G

Series 66

San Juan, PR

Oriental Financial Services LLC

Manuel G

Series 66

San Juan, PR

Oriental Financial Services LLC

Hector C

Series 66

San Juan, PR

Oriental Financial Services LLC

Alexis C

Series 66

San Juan, PR

Oriental Financial Services LLC

Joel J

Series 66

San Juan, PR

Oriental Financial Services LLC

Rafael K

Series 66

San Juan, PR

Oriental Financial Services LLC

Joel M

Series 66

San Juan, PR

Oriental Financial Services LLC

Mariela T

Series 65, Series 66

San Juan, PR

Oriental Financial Services LLC

Alejandro P

Series 66

San Juan, PR

Oriental Financial Services LLC

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