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ORIENTAL FINANCIAL SERVICES LLC

SAN JUAN, PR · CRD 29753 · IAPD ↗ · orientalbank.com · 787-474-1993

$419.6MRegulatory AUM
11Advisory reps
28Employees
0Clients
0Planning clients
0Private funds
2States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — ORIENTAL FINANCIAL SERVICES LLC reported RAUM up 27% ($283.6M -> $360.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2024 — ORIENTAL FINANCIAL SERVICES LLC reported RAUM up 50% ($188.8M -> $283.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.