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ORIENTAL BANK

UUID62c7fb09-f41b-5aa9-bb0b-9fbaf8b3a807
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:55
Updated2025-10-23 02:23:55

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 312982 312982 1.0
sec_file_number 801-121169 801-121169

Profile

Websitehttps://orientalbank.com/en/for-you/ira-accounts/dgi-balanced-fund/
HQ CitySAN JUAN
HQ StatePR
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • ORIENTAL TRUST adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)296,410,953.0
  • RAUM (discretionary)296,410,953.0
  • Actionable assets296,410,953.0
  • Accounts1.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM
  • HNW AUM

As of 2025-03-25 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.