ATON FINANCIAL LLC

ATON FINANCIAL LLC of SAN JUAN, PR is an SEC-registered investment adviser (CRD 173070). Regulatory assets under management: $600.9M.

Registration

• CRD: 173070
• SEC file number: 801-112925
• Type: Registered investment adviser
• Location: 1116 PONCE DE LEON, SUITE 300, SAN JUAN, PR, 00907
• Phone: 787-725-6070
• Latest filing: 2026-07-01
• Regulatory AUM: $600.9M
• Discretionary AUM: $370.8M
• Non-discretionary AUM: $230.1M
• Clients: 9
• Accounts: 422

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (7)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173070 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search