OREGON FINANCIAL PRODUCTS & SERVICES, LLC

OREGON FINANCIAL PRODUCTS & SERVICES, LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 155852). Regulatory assets under management: $14.2M.

Registration

• CRD: 155852
• Type: Registered investment adviser
• Location: 5741 NE GLISAN ST., PORTLAND, OR, 97213-3793
• Phone: 503-232-4214
• Latest filing: 2025-08-01
• Regulatory AUM: $14.2M
• Discretionary AUM: $14.2M
• Clients: 1
• Accounts: 75

Business model

Compensation: % of AUM, Other.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155852 on SEC IAPD (source of record)
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