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ATON FINANCIAL LLC
1590 Ponce De Leon
Suite 206
San Juan, Puerto Rico 00926
Tel: 787-725-6070
About ATON FINANCIAL LLC
ATON FINANCIAL LLC, formally registered with the SEC as ATON FINANCIAL LLC. The firm was established in 04/10/2018. They have over 1 offices throughout the country.
ATON FINANCIAL LLC is a San Juan, Puerto Rico based Financial Planning firm with nearly $428,880,000 assets under management, offering retirement planning & investment advisory services to 378 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173070 |
| SEC# | 801-112925 |
| Assets Managed by Firm | $428,880,000 |
| No. of Clients | 378 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 378 | $428,880,000 |
| Individuals (other than high net worth individuals) | 131 | $26,086,000 |
| High net worth individuals | 80 | $294,006,000 |
| Corporations or other businesses | 15 | $108,788,000 |
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