ORIENTAL TRUST

Oriental Center, 10th Floor, 254 Munoz Rivera Ave.
San Juan, Puerto Rico 00918
Tel: 787-771-6800

About ORIENTAL TRUST

ORIENTAL TRUST, formally registered with the SEC as ORIENTAL TRUST. The firm was established in 05/10/2021. They have over 1 offices throughout the country.

ORIENTAL TRUST is a San Juan, Puerto Rico based Financial Planning firm with nearly $301,441,418 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312982
SEC#	801-121169
Assets Managed by Firm	$301,441,418
No. of Clients	1
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for investment companies

Firm Client Information

	No. of Clients	AUM
Firm Total	1	$301,441,418

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