OREGON PACIFIC FINANCIAL ADVISORS INC

OREGON PACIFIC FINANCIAL ADVISORS INC of MEDFORD, OR is an SEC-registered investment adviser (CRD 110176). Regulatory assets under management: $157.1M.

Registration

• CRD: 110176
• SEC file number: 801-122218
• Type: Registered investment adviser
• Location: 210 WEST 8TH STREET, MEDFORD, OR, 97501-3171
• Phone: 541-772-1116
• Latest filing: 2024-03-29
• Regulatory AUM: $157.1M
• Discretionary AUM: $131.4M
• Non-discretionary AUM: $25.7M
• Clients: 7
• Accounts: 615

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
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