ORIENTAL FINANCIAL SERVICES LLC

Overview

Oriental Financial Services LLC is a limited liability company that registered with the SEC in 2015 and operates as a broker‑dealer serving both individual & family clients and institutional clients. Ownership is listed as a domestic entity/individual structure. The firm charges fees on a percentage‑of‑AUM basis and does not identify itself as a capital allocator or an active ESG investor. Its filings show a mixture of industry affiliations that include broker‑dealer activity alongside connections to other investment advisers, banking/thrift institutions, trust companies, insurance companies, and pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices