ATON FINANCIAL LLC
San Juan, Puerto Rico
5.0
1 Review
ATON FINANCIAL LLC is a reputable investment advisory firm headquartered in San Juan, Puerto Rico. With a team of nine dedicated professionals, including seven experienced investment advisors, they offer expert financial guidance to their diverse client base. The firm boasts an impressive average of $58,510,000 in assets under management per investment advisor, aligning closely with industry standards. Aton Financial's compensation structure encompasses various models, such as a percentage of assets under management, hourly charges, and fixed fees. Their clientele comprises over 130 individual clients, with a substantial total of...
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Assets Under Mgmt

$311.37M

Investment Professionals

7

Locations

0

% 401K & Individual

6%

% Discretionary

75%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other Business Activities
Insurance broker or agent
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