OFG FINANCIAL SERVICES, INC.
CRD #23940 SEC #801-127727 TOPEKA, KS 785-233-4071
SEC Registered Broker-Dealer
Total AUM
$270M
Discretionary
$0
Employees
37
Clients
10
Accounts
850
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $270M | $0 | $270M | 37 | 1 |
| Mar 2025 | $270M | $0 | $270M | 37 | 1 |
| Jul 2024 | $196M | $0 | $196M | 33 | 1 |
| Mar 2024 | $160M | $0 | $160M | 30 | 350 |
| Apr 2023 | $100M | $0 | $100M | 29 | 350 |
| Mar 2023 | $100M | $0 | $100M | 29 | 350 |
| Mar 2023 | $100M | $0 | $100M | 29 | 350 |
DateJul 2025
Total AUM$270M
Discretionary$0
Non-Disc.$270M
Employees37
Clients1
DateMar 2025
Total AUM$270M
Discretionary$0
Non-Disc.$270M
Employees37
Clients1
DateJul 2024
Total AUM$196M
Discretionary$0
Non-Disc.$196M
Employees33
Clients1
DateMar 2024
Total AUM$160M
Discretionary$0
Non-Disc.$160M
Employees30
Clients350
DateApr 2023
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees29
Clients350
DateMar 2023
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees29
Clients350
DateMar 2023
Total AUM$100M
Discretionary$0
Non-Disc.$100M
Employees29
Clients350