RIA Intel›Advisers›Oregon›OREGON FINANCIAL PRODUCTS & SERVICES, LLC

OREGON FINANCIAL PRODUCTS & SERVICES, LLC

Advisory

PORTLAND, OR

Data as of Aug 1, 2025 · Source: SEC Form ADV

Average account

$190K

across 75 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 1, 2025.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients75

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

75 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

OJEDA PARTNERS LLC

$14M

TMFS-PORTLAND, LLC

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MARK SHARP RETIREMENT, LLC

$15M

THE CASCADIA GROUP LLC

$13M

TAILORED FINANCIAL PLANNING, LLC

$15M

$15M

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