Aton Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Juan, PR. Its latest Form ADV filing, dated March 31, 2026, reports $601M in regulatory assets under management, 9 employees, 2 offices, and 422 accounts.
Assets Under Management
$601M
Employees
9
Offices
2 offices
Total Clients
274
Primary office
SAN JUAN, PR
1590 PONCE DE LEON, SUITE 206, SAN JUAN, PR, United States
Top client segmentIndividuals represent 61.7% of total clients.
Top client categories% of clientsClients
1
Individuals
61.7%
169
2
HNWI
31.0%
85
3
Corporations
3.3%
9
4
Pension Plans
2.2%
6
5
Pooled Investment Vehicles
1.8%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$601Mas of March 31, 2026
Discretionary61.7%
$371M
62% of total RAUM61.7%
Non-discretionary38.3%
$230M
38% of total RAUM38.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$601M
Total Accounts422
10Y AUM Change+$413M (+219.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee30:1
10Y Employee Change+5 (+125.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.