OFG FINANCIAL SERVICES, INC.
B64
CRD 23940·SEC 801-127727·TOPEKA, KS
AUM
$271.0M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$813K
@ 30% margin
Est. Deal Value
$6.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Operations
Advisory staff (5-yr trend)
'25 · 37 advisors
'26 · 30 advisors
'25'26
37 advisors → 30 advisors▼ -19%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.
People (50)
50IAR · Direct Owner · 87.5%
IAR · Executive Officer · 2.5%
IAR · Executive Officer · 2.5%
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