Ofg Financial Services, Inc.
Ofg Financial Services, Inc. is an SEC-registered mass-market adviser in Topeka, KS with $271.0M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Ofg Financial Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 23940, SEC 801-127727, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $271.0M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- Topeka, KS
- Employees
- 30
- Clients
- 855
- CRD
- 23940
- Ownership
- OGDON, JAMES KENNETH; PAYNE, TODD MATTHEW; MCMASTER, TYLER JOHN
How much AUM does Ofg Financial Services, Inc. have?
Ofg Financial Services, Inc. reported $271.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Ofg Financial Services, Inc.?
Disclosed owners and executives of Ofg Financial Services, Inc. include OGDON, JAMES KENNETH, PAYNE, TODD MATTHEW, MCMASTER, TYLER JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.