Aton Financial LLC

Aton Financial LLC (CRD# 173070) is a financial advisory firm headquartered in San Juan, PR. They manage $81,600,000 in 85 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $960,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PR

Financial Advisors at Aton Financial LLC
Showing 1 - 2 of 2 top financial advisors.
1
Eduardo J. Cases Gallardo
CRD#: 4633900
1590 Ponce De Leon, Suite 206, San Juan, PR 00926
93
Wealthminder
score

Eduardo Cases Gallardo (CRD# 4633900) is an Investment Advisor Representative working at Aton Financial LLC in San Juan, PR and has over 13 years of experience in the finance industry.

2
Marko A. Rendic
CRD#: 4840064
1590 Ponce De Leon, Suite 206, San Juan, PR 00926
83
Wealthminder
score

Marko Rendic (CRD# 4840064) is an Investment Advisor Representative working at Aton Financial LLC in San Juan, PR and has over 10 years of experience in the finance industry.

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