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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-15-2002
- Office Locations
- 1
Office Locations
About Oregon Financial Products & Services, LLC
Oregon Financial Products & Services, LLC is a Portland-based RIA. The firm has been operating for 24 years. Managing $14.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 75 clients, or 75 clients per representative. That equates to $189.6K in reported AUM per client.
The profile lists 1 reported office location and 24 years in operation. The source data was last updated on August 1, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Investment Vehicles
- Services
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The full Oregon Financial Products & Services, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LYLE HAROLD REMINGTON
Director
- CRD
- #1065863
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,223,170 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,223,170 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Oregon Financial Products & Services, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.