AMG National Trust Bank

AMG National Trust Bank

AMG National Trust (AMG) is a privately-held wealth management firm headquartered in Denver, Colorado. With more than 45 years of wealth management expertise, AMG has helped individuals and families, corporate executives, business owners and institutions develop strategies for long-term financial success.

We provide integrated financial planning, investment management, access to private capital, tax preparation, trust administration, charitable giving, retirement plan administration, and banking services.

AMG serves over 1,200 clients across the U.S. from 8 offices.
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Info

Year founded
1972
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Corporate Address
1155 Canyon Blvd
Ste 310
Boulder
80302
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Colorado
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Operating Status
Active
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Number of employees
51-200
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Bank type
National
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Charter
24182
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Financials

Total assets
693997000
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Assets concentration
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Net income
13974000
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Net income - quarterly
3392000
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Return on assets (ROA)
2.0742576520721494
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Asset Concentration Hierarchy
7
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Fintech program & Technology

Sponsor model
Both
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CRM Software
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Core Provider
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Side-Core Provider
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Loan origination software
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Bin sponsor
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Card Networks
Visa
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Network Processor
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Preferred account structure
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Services
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Checking
Debit Card
Savings
Existing fintech program partners
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Other Infrastructure Partners
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Association memberships
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Regulatory & Other

Regulated by
OCC
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Contacts

Contacts
Chris Jacoby
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Testimonials

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