ORIENTAL BANK
Legal name: ORIENTAL TRUST
CRD #312982 SEC #801-121169 SAN JUAN, PR 787-771-6800
SEC Registered
Total AUM
$311.2M
Discretionary
$311.2M
Employees
9
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $311.2M | $311.2M | $0 | 9 | 0 |
| Mar 2025 | $296.4M | $296.4M | $0 | 9 | 0 |
| Feb 2025 | $301.4M | $301.4M | $0 | 8 | 0 |
| Mar 2024 | $301.4M | $301.4M | $0 | 8 | 0 |
| Mar 2023 | $305M | $305M | $0 | 8 | 0 |
| Apr 2022 | $370.9M | $370.9M | $0 | 8 | 0 |
| Mar 2022 | $370.9M | $370.9M | $0 | 8 | 0 |
DateOct 2025
Total AUM$311.2M
Discretionary$311.2M
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$296.4M
Discretionary$296.4M
Non-Disc.$0
Employees9
Clients0
DateFeb 2025
Total AUM$301.4M
Discretionary$301.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$301.4M
Discretionary$301.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$305M
Discretionary$305M
Non-Disc.$0
Employees8
Clients0
DateApr 2022
Total AUM$370.9M
Discretionary$370.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$370.9M
Discretionary$370.9M
Non-Disc.$0
Employees8
Clients0