OF
Oregon Financial Products & Services, Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 155852
· Portland, OR
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ADV data as of Aug 01, 2025
- Regulatory AUM
- $14.2M
- Discretionary
- $14.2M
- Clients
- 75
- Avg AUM / client
- $190K
- Accounts
- 75
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 75 | $14.2M | 100.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lyle Harold Remington | Registered representative | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 08/01/2025 | 988 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • ANNUAL CAP = $1,000
Services
- • Portfolio management for individuals/small businesses
- • Market timing services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 01, 2025.
View current Form ADV (SEC/IAPD) ↗