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

More Retirement Planning firms in San Juan, 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
POPULAR SECURITIES, LLC Popular Center 208 Ponce De Leon, Suite 1200 Hato Rey, PR, 00918	$2,228,633,350	2530	95
RATIONAL ADVISORS, INC. 53 Palmeras St., Suite 601 San Juan, PR, 00901	$2,218,085,727	11	12

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