ORIENTAL FINANCIAL SERVICES LLC
San Juan, United States · CRD 29753
SEC-registered investment adviser since 2015 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$419.6m
- Main clients (by assets)Companies 47%, High net worth individuals 30%, Individuals 18%
- Websiteorientalbank.com
- Form ADV · 2026-03-30SEC adviser record
- Kindinstitutions
As an employer
- Staff (Form ADV)28 · 11 in investment roles
- Offices in1 country
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| San Juan, PR (main office)2 officesUnited States | about 10 |
| Guaynabo, PRUnited States | 1 |