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ATON FINANCIAL LLC
CRD 173070 · SEC 801-112925
1590 PONCE DE LEON, SUITE 206, SAN JUAN, PR, 00926, United States
Phone
787-725-6070
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$600.9M
Discretionary AUM
$370.8M
Team
9 total employees; 7 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 169 | $42.5M |
| High net worth individuals | 85 | $342.8M |
| Pooled investment vehicles | 5 | $172.3M |
| Pension/profit sharing plans | 6 | $7.1M |
| Corporations/business entities | 9 | $33.8M |
States served
OH, PR, TX, FL
All web addresses on file
Official SEC filing: View on IAPD