Oregon Pacific Financial Advisors Inc (Medford)

Name: Oregon Pacific Financial Advisors Inc
Address: 210 West 8 Th Street, Medford, OR, 97501
Telephone: 541-772-1116

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.

Oregon Pacific Financial Advisors: assets under management

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 firm manages $14.58 million in discretionary accounts and $26.38 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $270.07 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $201.38 thousand.

Fees & Commissions

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.

Careers at Oregon Pacific Financial Advisors Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald Angus Todd	President	1 Jun 1995	25% - 50%	1106538
Kenneth Gerald Hedstrom	Secretary	1 Nov 1999	Other	840459
Thomas Benson Gau	Vice president	1 Jan 2000	25% - 50%	1294982
Chad Matthew Smith	Chief compliance officer	1 Sep 2004	Other	2702144
Royal Ray Standley	Chief compliance officer	1 Jun 2008	Other	4713890

Based in Medford

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.