← Directory
ORIENTAL FINANCIAL SERVICES LLC
CRD 29753File 801-88203
APPROVED
Retail clients
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$419.6M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $419.6M
Clients
468
468 accounts
Employees
28
Below cohort median in PR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 23, 2015
- Principal office
- 254 MUNOZ RIVERA AVE, 11TH FLOOR, SAN JUAN, PR, 00918
- Phone
- 787-474-1993
- Website
- HTTP://WWW.ORIENTALBANK.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $419.6M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $419.6M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 468
- Total accounts
- 468
- AUM per client
- $896K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 80 | $195.7M |
| Charitable organizations | 1 | $23K |
| High net worth individuals | 37 | $125.1M |
| Pension and profit sharing plans | 1 | $503K |
| State or municipal government entities | 2 | $24.1M |
| Individuals (other than high net worth individuals) | 347 | $74.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.