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Building 2ATON FINANCIAL LLC

Map pinSAN JUAN, PR
Phone787-725-6070
NotebookSEC #801-112925
Total AUM
$600.9M
Employees
9
Clients
275

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1590 PONCE DE LEON
SUITE 206
SAN JUAN
PR 00926
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
787-725-6070
Other Offices
2

ReceiptFinancials

Total AUM
$600.9M
Accounts
422
Discretionary
$370.8M
Accounts
388
Non-Discretionary
$230.1M
Accounts
34

ContactClients

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Individual Clients
169
AUM
$42.5M
HNW Individual Clients
85
AUM
$342.8M
Pooled Vehicle Clients
5
AUM
$172.3M
Pension/Profit Sharing Plan Clients
6
AUM
$7.1M
Charitable Organization Clients
1
AUM
$2.3M
Corporation or Business Clients
9
AUM
$33.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHPRTX

HandshakeAffiliates

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

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