ORIENTAL FINANCIAL SERVICES LLC
CRD #29753 SEC #801-88203 SAN JUAN, PR 787-474-1993
SEC Registered Broker-Dealer
Total AUM
$360.6M
Discretionary
$0
Employees
30
Clients
0
Accounts
486
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $360.6M | $0 | $360.6M | 30 | 0 |
| Mar 2024 | $283.6M | $0 | $283.6M | 28 | 0 |
| Mar 2023 | $188.8M | $0 | $188.8M | 28 | 0 |
| Aug 2022 | $232.2M | $0 | $232.2M | 30 | 0 |
| Jun 2022 | $232.2M | $0 | $232.2M | 30 | 0 |
| Mar 2022 | $232.2M | $0 | $232.2M | 30 | 0 |
| Mar 2021 | $150.3M | $0 | $150.3M | 28 | 0 |
| Jun 2020 | $135.5M | $0 | $135.5M | 38 | 0 |
| Mar 2020 | $135.5M | $0 | $135.5M | 38 | 0 |
| Jan 2020 | $114.8M | $0 | $114.8M | 29 | 0 |
| Jan 2020 | $114.8M | $0 | $114.8M | 29 | 0 |
| Jun 2019 | $114.8M | $0 | $114.8M | 29 | 0 |
| May 2019 | $114.8M | $0 | $114.8M | 29 | 0 |
| Mar 2019 | $114.8M | $0 | $114.8M | 29 | 0 |
| Mar 2018 | $115.3M | $0 | $115.3M | 34 | 0 |
| Feb 2018 | $123.9M | $0 | $123.9M | 34 | 0 |
| Mar 2017 | $111.7M | $0 | $111.7M | 43 | 500 |
| Mar 2016 | $119.2M | $0 | $119.2M | 47 | 500 |
| Mar 2015 | $121.9M | $0 | $121.9M | 45 | 500 |
DateMar 2025
Total AUM$360.6M
Discretionary$0
Non-Disc.$360.6M
Employees30
Clients0
DateMar 2024
Total AUM$283.6M
Discretionary$0
Non-Disc.$283.6M
Employees28
Clients0
DateMar 2023
Total AUM$188.8M
Discretionary$0
Non-Disc.$188.8M
Employees28
Clients0
DateAug 2022
Total AUM$232.2M
Discretionary$0
Non-Disc.$232.2M
Employees30
Clients0
DateJun 2022
Total AUM$232.2M
Discretionary$0
Non-Disc.$232.2M
Employees30
Clients0
DateMar 2022
Total AUM$232.2M
Discretionary$0
Non-Disc.$232.2M
Employees30
Clients0
DateMar 2021
Total AUM$150.3M
Discretionary$0
Non-Disc.$150.3M
Employees28
Clients0
DateJun 2020
Total AUM$135.5M
Discretionary$0
Non-Disc.$135.5M
Employees38
Clients0
DateMar 2020
Total AUM$135.5M
Discretionary$0
Non-Disc.$135.5M
Employees38
Clients0
DateJan 2020
Total AUM$114.8M
Discretionary$0
Non-Disc.$114.8M
Employees29
Clients0
DateJan 2020
Total AUM$114.8M
Discretionary$0
Non-Disc.$114.8M
Employees29
Clients0
DateJun 2019
Total AUM$114.8M
Discretionary$0
Non-Disc.$114.8M
Employees29
Clients0
DateMay 2019
Total AUM$114.8M
Discretionary$0
Non-Disc.$114.8M
Employees29
Clients0
DateMar 2019
Total AUM$114.8M
Discretionary$0
Non-Disc.$114.8M
Employees29
Clients0
DateMar 2018
Total AUM$115.3M
Discretionary$0
Non-Disc.$115.3M
Employees34
Clients0
DateFeb 2018
Total AUM$123.9M
Discretionary$0
Non-Disc.$123.9M
Employees34
Clients0
DateMar 2017
Total AUM$111.7M
Discretionary$0
Non-Disc.$111.7M
Employees43
Clients500
DateMar 2016
Total AUM$119.2M
Discretionary$0
Non-Disc.$119.2M
Employees47
Clients500
DateMar 2015
Total AUM$121.9M
Discretionary$0
Non-Disc.$121.9M
Employees45
Clients500