Popular Securities, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hato Rey, PR. Its latest Form ADV filing, dated March 31, 2026, reports $2.6B in regulatory assets under management, 91 employee, 8 offices, and 2,767 accounts.
Assets Under Management
$2.6B
Employees
91
Offices
8 offices
Total Clients
2,403
Primary office
HATO REY, PR
POPULAR CENTER, 208 PONCE DE LEON, SUITE 1200, HATO REY, PR, United States
Top client segmentIndividuals represent 41.6% of total clients.
Top client categories% of clientsClients
1
Individuals
41.6%
1,000
2
Corporations
22.4%
538
3
Pension Plans
20.2%
486
4
HNWI
15.6%
376
5
Charitable
0.1%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.6Bas of March 31, 2026
Discretionary81.8%
$2.1B
82% of total RAUM81.8%
Non-discretionary18.2%
$476M
18% of total RAUM18.2%
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.
Latest AUM$2.6B
Total Accounts2,767
10Y AUM Change+$1.7B (+177.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees91
Clients per Employee26:1
10Y Employee Change-20 (-18.0%)
* 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.