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Building 2ORIENTAL FINANCIAL SERVICES LLC

Map pinSAN JUAN, PR
Phone787-474-1993
NotebookSEC #801-88203
Total AUM
$419.6M
Employees
28
Clients
468

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
254 MUNOZ RIVERA AVE
11TH FLOOR
SAN JUAN
PR 00918
United States
Operating Hours
8:30-5:30
Monday - Friday
Phone
787-474-1993
Other Offices
3

ReceiptFinancials

Total AUM
$419.6M
Accounts
468
Discretionary
$0
Accounts
0
Non-Discretionary
$419.6M
Accounts
468

ContactClients

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Individual Clients
347
AUM
$74.1M
HNW Individual Clients
37
AUM
$125.1M
Pension/Profit Sharing Plan Clients
1
AUM
$503.5K
Charitable Organization Clients
1
AUM
$22.6K
Government Entity Clients
2
AUM
$24.1M
Corporation or Business Clients
80
AUM
$195.7M

Briefcase businessServices

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Services Offered
Other Services
Other Services
WRAP FEE PROGRAM
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
PRVI

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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