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POPULAR ASSET MANAGEMENT
Popular Center North Building, 4th Flr
209 Munoz Rivera Ave.
San Juan, Puerto Rico 00918
Tel: 787-754-4488
About POPULAR ASSET MANAGEMENT
POPULAR ASSET MANAGEMENT, formally registered with the SEC as POPULAR ASSET MANAGEMENT. The firm was established in 04/22/2021. They have over 1 offices throughout the country.
POPULAR ASSET MANAGEMENT is a San Juan, Puerto Rico based Financial Planning firm with nearly $2,106,631,943 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 313653 |
| SEC# | 801-120872 |
| Assets Managed by Firm | $2,106,631,943 |
| No. of Clients | 12 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 12 | $2,106,631,943 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,860,829 |
| Charitable organizations | Fewer than 5 clients | $10,900,605 |
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