Oriental Financial Services LLC
● SEC registered since 2015CRD 29753SEC# 801-88203San Juan, PR
Reg. AUM
$419.6M
Employees
28
Accounts
468
Location
San Juan, PR
Oriental Financial Services LLC assets under management
Oriental Financial Services LLC is an investment advisory firm registered with the SEC based in San Juan, PR. The firm has been registered since 2015. It reports $419.6 million in regulatory assets under management and employs 28 people.
Oriental Financial Services LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alejandro Miguel Pascual Navarro Control | President & Sales Manager | Under 5% | 2021 |
| Glenda L. Munoz Galarza Control | Financial And Operations Manager | Under 5% | 2017 |
| Jose Rafael Fernandez Martinez Control | Options Principal, And Director | Under 5% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Oriental Financial Services LLC manage?
Oriental Financial Services LLC reports $419.6 million in regulatory assets under management on its Form ADV.
How many employees does Oriental Financial Services LLC have?
Oriental Financial Services LLC reports 28 employees.
Where is Oriental Financial Services LLC located?
Oriental Financial Services LLC is based in San Juan, PR and has been SEC-registered since 2015.
Does Oriental Financial Services LLC disclose fund performance?
Oriental Financial Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 254 Munoz Rivera Ave, 11th Floor, San Juan, PR 00918 |
| Phone | 787-474-1993 |
| Fax | 787-474-1997 |
| Office hours | 8:30-5:30 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$419.6M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$419.6Mregulatory AUM
Discretionary $0Non-discretionary $419.6M