Oriental Financial Services LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Juan, PR. Its latest Form ADV filing, dated March 30, 2026, reports $420M in regulatory assets under management, 28 employees, 3 offices, and 468 accounts.
Assets Under Management
$420M
Employees
28
Offices
3 offices
Total Clients
468
Primary office
SAN JUAN, PR
254 MUNOZ RIVERA AVE, 11TH FLOOR, SAN JUAN, PR, United States
Top client segmentIndividuals represent 74.1% of total clients.
Top client categories% of clientsClients
1
Individuals
74.1%
347
2
Corporations
17.1%
80
3
HNWI
7.9%
37
4
Government
0.4%
2
5
Pension Plans
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$420Mas of March 30, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$420M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$420M
Total Accounts468
10Y AUM Change+$308M (+275.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees28
Clients per Employee17:1
10Y Employee Change-15 (-34.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.