POPULAR SECURITIES, LLC

Popular Center, 208 Ponce De Leon
Suite 1200
Hato Rey, Puerto Rico 00918
Tel: 787-758-7400

About POPULAR SECURITIES, LLC

POPULAR SECURITIES, LLC, formally registered with the SEC as POPULAR SECURITIES, LLC. The firm was established in 09/29/2000. They have over 8 offices throughout the country.

POPULAR SECURITIES, LLC is a Hato Rey, Puerto Rico based Financial Planning firm with nearly $2,228,633,350 assets under management, offering retirement planning & investment advisory services to 2530 clients. The firm is staffed with 95 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	8096
SEC#	801-57928
Assets Managed by Firm	$2,228,633,350
No. of Clients	2530
No. of Advisors	95

Fee Structure

A percentage of AUM
Other (12B-1 FEES IN MONEY MARKET PRODUCT AND REFERRAL FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2530	$2,228,633,350
Individuals (other than high net worth individuals)	1047	$316,042,572
High net worth individuals	103	$234,145,691
Pension and profit sharing plans	430	$341,508,997
Charitable organizations	3	$3,090,415
Corporations or other businesses	443	$1,133,845,675

More Retirement Planning firms in Hato Rey, Puerto Rico:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CATALYST CAPITAL ADVISORS LLC 53 Palmeras St, Suite 601 San Juan, PR, 00901	$7,908,935,832	18	12
APPLIED FINANCE CAPITAL MANAGEMENT, LLC 53 Calle Palmeras, Suite 601 San Juan, PR, 00901	$4,385,973,905	3147	3
ENHANCED PK SERVICES, LLC 1250 Avenue Ponce De Leon, Suite 301, Pmb 0501 San Juan, PR, 00907	$2,584,254,305	2	1
RATIONAL ADVISORS, INC. 53 Palmeras St., Suite 601 San Juan, PR, 00901	$2,218,085,727	11	12
MISSION PRIME LLC 475 Calle C Los Frailes, Suite 507 Guaynabo, PR, 00966	$2,121,342,058	4	1

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