ORIENTAL FINANCIAL SERVICES LLC
San Juan, Puerto Rico
Oriental Financial Services LLC is a local investment advisory firm based out of San Juan, PR, offering comprehensive financial solutions to individuals and businesses. With 28 total employees, including 11 experienced investment advisors, the firm operates from seven offices strategically located across the region.
With an average of $17,160,000 in assets under management per investment advisor, Oriental Financial Services LLC has established itself as a trusted partner for clients seeking personalized investment strategies. Their compensation structure encompasses various types, such as a percentage of assets under management, ...
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Assets Under Mgmt
$188.76M
Investment Professionals
11
Locations
6
% 401K & Individual
Compensation Structure
A percentage of assets under your management
Services Provided Section
Other: WRAP FEE PROGRAM
Other Business Activities
Broker-dealer (Registered or unregistered)
Disclosures
Found to have been involved in a violation of self-regulatory organizations rules
Articles
Articles
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