Assets Under Management
$2.3B
Number of Clients
2,120
Number of Advisors
56
Average Client AUM
$1.1M
AUM per Advisor
$40.4M
Compensation
Fee-Only (AUM)
Popular Securities provides investment advisory services through the Fidelity Managed Account Xchange Program (FMAX) and fixed income money managers. Services include financial planning, fund strategist portfolios, unified managed accounts, separately managed accounts, and advisor-directed models. They offer advice on various securities, including equities, corporate debt, and ETFs.
Popular Center, 208 Ponce De Leon, Suite 1200, Hato Rey, PR, 00918