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Building 2ORIENTAL TRUST

Map pinSAN JUAN, PR
Phone787-771-6800
NotebookSEC #801-121169
Total AUM
$322.6M
Employees
9
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ORIENTAL CENTER, 10TH FLOOR, 254 MUNOZ RIVERA AVE.
SAN JUAN
PR 00918
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
787-771-6800

ReceiptFinancials

Total AUM
$322.6M
Accounts
2
Discretionary
$322.6M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
2
AUM
$322.6M

Briefcase businessServices

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Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PR

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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