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POPULAR SECURITIES, LLC
CRD 8096 · SEC 801-57928
POPULAR CENTER, 208 PONCE DE LEON, SUITE 1200, HATO REY, PR, 00918, United States
Phone
787-758-7400
Fax
787-763-5995
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.62B
Discretionary AUM
$2.14B
Team
91 total employees; 45 advisory reps; 36 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; 12B-1 FEES IN MONEY MARKET PRODUCT AND REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1000 | $226.9M |
| High net worth individuals | 376 | $458.1M |
| Pension/profit sharing plans | 486 | $436.3M |
| Charitable organizations | 3 | $4.0M |
| Corporations/business entities | 538 | $1.50B |
States served
CO, MD, PR, VA, VI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD