Oregon Pacific Financial Advisors Inc is an adviser based in Medford. It manages $40.96 million of regulatory assets for 185 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Texas.
Oregon Pacific Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Oregon Pacific Financial Advisors Inc is $40.96 million. The firm's AUM has gone down by -76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Oregon Pacific Financial Advisors Inc for their services and products based on a percentage of assets under management, hourly charges, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Donald Angus Todd has been acting as President since 1 Jun 1995. Royal Ray Standley joined the executive team most recently as the Chief Compliance Officer.
The principal office where Oregon Pacific Financial Advisors Inc performs its advisory services is located at 210 West 8 Th Street, Medford, OR 97501, which is also the mailing address of the firm. An additional office of the firm is in Brookings, OR. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 541-772-1116 or by fax 541-772-6927. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.opfa.com.