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POPULAR SECURITIES, LLC
HATO REY, PR
787-758-7400
SEC #801-57928Total AUM
$2.6B
Employees
91Clients
2,403Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
POPULAR CENTER, 208 PONCE DE LEON
SUITE 1200
HATO REY
PR 00918
United States
SUITE 1200
HATO REY
PR 00918
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
787-758-7400
Other Offices
8
Financials
Total AUM
$2.6B
Accounts
2,767Discretionary
$2.1B
Accounts
2,468Non-Discretionary
$476.4M
Accounts
299
Clients
Individual Clients
1,000AUM
$226.9M
HNW Individual Clients
376AUM
$458.1M
Pension/Profit Sharing Plan Clients
486AUM
$436.3M
Charitable Organization Clients
3AUM
$4M
Corporation or Business Clients
538AUM
$1.5B
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
12B-1 FEES IN MONEY MARKET PRODUCT AND REFERRAL FEES
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Violation FindingSRO Rule Violation
State Registrations
COFLMDPRTXVAVI
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.