Angel Rivera is a registered investment advisor at Popular Asset Management, based in San Juan, PR, with 2 years of industry experience. Angel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Popular Asset Management manages investments for mutual funds and institutions. Fees for the Popular Funds are a percentage of the fund's assets. Fees for separately managed accounts are negotiated on a case-by-case basis, varying based on the type of advice, account size, and relationship with the client. For employee benefit plans, the fee is 0.10% annually on plan assets, with a $3,000 minimum annual fee.
Location
Popular Center North Building, 4th Flr, 209 Munoz Rivera Ave., San Juan, PR, 00918
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Popular Asset Management
State Registrations1 state
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