firm profile
Popular Asset Management
Overview
Popular Asset Management is an SEC registered investment adviser based in San Juan, PR, registered since 2021. It reports $3.7B in assets under management across 17 accounts, with 15 employees. It has 12 investment adviser representatives.
- Reported AUM
- $3.7B
- Discretionary
- 46%
- Accounts
- 17
- Average account
- $218M
- Employees
- 15
- Advisory reps
- 12
- Registered since
- 2021
- Jurisdictions
- 1
As reported in the firm's June 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees and Percentage of Assets
Executive officers 3 of 7
- Angel M Rivera President CRD 4233026
- Beatriz L Diaz Del Llano Chief Financial Officer CRD 4576581
- Francisco Fuster Vigier Chief Compliance Officer CRD 5932416
4 more executive officers, with direct contact details
Advisory reps 3 of 12
- Victor Carlos Andino Rivera Investment Adviser Rep CRD 8152253
- Brian Isaac Aquino Andino Investment Adviser Rep CRD 7710464
- Omar Jesus Balaguer Investment Adviser Rep CRD 7906035
9 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 209 Munoz Rivera Ave Bldg 4TH Fl 4
San Juan, PR 00918 - County
- San Juan
- Metro area
- San Juan-Bayamon-Caguas, PR
Registrations
- SEC registered
- Registered in 1 jurisdiction
- Website: popularfunds.com/the-adviser
Every state, with registration dates
Similar firms near San Juan
- Catalyst Capital Advisors LLCSan Juan, PR$10.3B AUM
- Applied Finance Capital Management, LLCSan Juan, PR$4.4B AUM
- Popular Securities, LLCSan Juan, PR$2.6B AUM
- Rational Advisors, Inc.San Juan, PR$2.6B AUM
- Long Focus Capital Management LLCSan Juan, PR$2.4B AUM
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