Aton Financial LLC

Overview

Aton Financial LLC is an SEC registered investment adviser based in San Juan, PR, registered since 2018. It reports $601M in assets under management across 422 accounts, with 9 employees. It has 7 investment adviser representatives.

Reported AUM

$601M

Discretionary

62%

Accounts

422

Average account

$1.4M

Employees

9

Advisory reps

7

Registered since

2018

Jurisdictions

4

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 3

• Marko Andres Rendic Managing Member, Chief Compliance Officer CRD 4840064
• Carmen Georgina Trigo Suarez Investment Advisor Representative CRD 1904934
• Christopher Thomas McDowall Investment Advisor Representative CRD 2729031

Advisory reps 3 of 7

• Andres L Arsuaga-De Los Reyes Investment Adviser Rep CRD 5764599
• Eduardo Javier Cases Gallardo Investment Adviser Rep CRD 4633900
• Nelson Alberto Cintron Rodriguez Insurance Agent · Investment Adviser Rep CRD 7011625

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1116 Ave Ponce de Leon Ste 300
San Juan, PR 00907

County

San Juan

Metro area

San Juan-Bayamon-Caguas, PR

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: atonfinancial.com

Every state, with registration dates

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