ATON FINANCIAL LLC - Financial Advisor in Puerto Rico, San Juan

Tel: 787-725-6070 1590 Ponce De Leon Suite 206 San Juan, Puerto Rico 00926

About ATON FINANCIAL LLC

ATON FINANCIAL LLC is a San Juan, Puerto Rico based financial advisory firm with nearly $428,880,000 in assets under management and provides investment advisory services for 378 clients. There are currently 9 financial advisors at the firm.

General Information

Firm CRD#:

173070

Firm SEC#:

801-112925

Assets Under Management:

$428,880,000

No. of Clients:

378

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

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