O
$14.2M Total AUM
$14.2M Disc. AUM
-- 3Y CAGR
1 Employees
75 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-15-2002
- Office Locations
- 1
Office Locations
5741 NE Glisan St. Ste. 1 Portland OR
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.
Team overview
-- AVG AGE
$14.2M AVG AUM / ADVISOR
$189.6K AVG AUM / CLIENT
16.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
Available
Available
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Investment Vehicles
Available
Services
Available
Owner & Executives
L
LYLE HAROLD REMINGTON
Director
- CRD
- #1065863
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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