Oriental Financial Services LLC
Oriental Financial Services LLC is an SEC-registered mass-market adviser in San Juan, PR with $419.6M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Oriental Financial Services LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 29753, SEC 801-88203, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $419.6M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- San Juan, PR
- Employees
- 28
- Clients
- 468
- CRD
- 29753
- Ownership
- MILES BARBOSA, SEAN WARREN; MUNOZ GALARZA, GLENDA L.; PASCUAL NAVARRO, ALEJANDRO MIGUEL; FERNANDEZ MARTINEZ, JOSE RAFAEL; OFG BANCORP
How much AUM does Oriental Financial Services LLC have?
Oriental Financial Services LLC reported $419.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Oriental Financial Services LLC?
Disclosed owners and executives of Oriental Financial Services LLC include MILES BARBOSA, SEAN WARREN, MUNOZ GALARZA, GLENDA L., PASCUAL NAVARRO, ALEJANDRO MIGUEL, FERNANDEZ MARTINEZ, JOSE RAFAEL, OFG BANCORP. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.