OREGON PACIFIC FINANCIAL ADVISORS INC
CRD #110176 SEC #801-122218 MEDFORD, OR 541-772-1116
SEC Registered
Total AUM
$157.1M
Discretionary
$131.4M
Employees
7
Clients
11
Accounts
615
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $157.1M | $131.4M | $25.7M | 7 | 10 |
| Apr 2023 | $120.5M | $101M | $19.5M | 5 | 7 |
| Mar 2023 | $120.5M | $101M | $19.5M | 5 | 7 |
| Mar 2022 | $126.2M | $106.2M | $20M | 5 | 7 |
| Aug 2021 | $109.3M | $92.4M | $16.9M | 4 | 0 |
| Mar 2012 | $41M | $14.6M | $26.4M | 6 | 200 |
| Feb 2012 | $41M | $14.6M | $26.4M | 6 | 200 |
| Apr 2011 | $41M | $14.6M | $26.4M | 10 | -- |
| Jan 2006 | $20M | $20M | $0 | 5 | -- |
| Mar 2004 | $138M | $15.4M | $122.6M | 5 | -- |
DateMar 2024
Total AUM$157.1M
Discretionary$131.4M
Non-Disc.$25.7M
Employees7
Clients10
DateApr 2023
Total AUM$120.5M
Discretionary$101M
Non-Disc.$19.5M
Employees5
Clients7
DateMar 2023
Total AUM$120.5M
Discretionary$101M
Non-Disc.$19.5M
Employees5
Clients7
DateMar 2022
Total AUM$126.2M
Discretionary$106.2M
Non-Disc.$20M
Employees5
Clients7
DateAug 2021
Total AUM$109.3M
Discretionary$92.4M
Non-Disc.$16.9M
Employees4
Clients0
DateMar 2012
Total AUM$41M
Discretionary$14.6M
Non-Disc.$26.4M
Employees6
Clients200
DateFeb 2012
Total AUM$41M
Discretionary$14.6M
Non-Disc.$26.4M
Employees6
Clients200
DateApr 2011
Total AUM$41M
Discretionary$14.6M
Non-Disc.$26.4M
Employees10
Clients--
DateJan 2006
Total AUM$20M
Discretionary$20M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$138M
Discretionary$15.4M
Non-Disc.$122.6M
Employees5
Clients--