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- Custodian
- Charles Schwab & Company · Goldman Sachs · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Atlas
- Established Date
- 02-20-2015
- Office Locations
- 2
Office Locations
About Aton Financial LLC
ATON Financial LLC is a Puerto Rico-rooted, fee-only registered investment adviser delivering fiduciary financial planning and portfolio management. The firm builds custom, best-of-breed portfolios focused on diversified asset allocation and disciplined rebalancing, targeting after-tax, after-fee results. Serves Puerto Rico and mainland U.S. clients, with access via Charles Schwab and Interactive Brokers and partners such as Dimensional Fund Advisors.
Team overview
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Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
MARKO ANDRES RENDIC
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4840064
- Ownership
- 50% but less than 75%
CHRISTOPHER THOMAS MCDOWALL
INVESTMENT ADVISOR REPRESENTATIVE, Principal
- CRD
- #2729031
- Ownership
- 25% but less than 50%
Oak radial
Capital beacon glacier
- CRD
- #34284
- Ownership
- 30.3%
Showing 2 of 3 owners & executives
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ANDRES L. ARSUAGA-DE LOS REYES
--
- CRD
- #5764599
EDUARDO JAVIER CASES GALLARDO
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- CRD
- #4633900
Meridian optima
Vector value radial
- CRD
- #75109
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $370,756,236 | $955,557 |
| Non-Discretionary | $230,129,944 | $6,768,528 |
| Total | $600,886,180 | $1,423,901 |
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Separately Managed Accounts
Total SMA Asset: $428,543,566
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $219,498,361 | 6.5% |
| U.S. Government/Agency | $327,559,092 | 9.7% |
| Public Funds | $438,996,722 | 13.0% |
| Cash | $297,167,012 | 8.8% |
| Derivatives | $702,394,755 | 20.8% |
| Municipal Bonds | $688,887,163 | 20.4% |
| Corporate - Investment Grade | $547,057,453 | 16.2% |
| Other | $155,337,301 | 4.6% |
| Total | $3,376,897,859 | 100.0% |