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| Happy Holidays!! thanks for using AUM13F!! |
| Popular Securities LLC
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| CRD # | 8096 |
| SEC # | 801-57928 |
| CIK # | |
| AUM | $2.3 B (2025-07-08) |
| Employees | 95 (43% Investors, 71% Brokers) |
| Phone | 787-758-7400 |
| Address | Popular Center, 208 Ponce de Leon Hato Rey, PR 00918 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,060 | 0.3 |
| (b) Individuals (high net worth individuals) | 115 | 0.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 458 | 0.4 |
| (h) Charitable organizations | 3 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 484 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,624 | 2.3 |
| By Discretionary | ||
| Discretionary | 2,317 | 1.6 |
| Non-Discretionary | 307 | 0.7 |
| Total | 2,624 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 2,624 | 2.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BIP Wealth LLC
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|
GA | 3.4 |
|
Abacus Wealth Partners LLC
✚
|
CA | 3.3 |
|
Trajan Wealth LLC
✚
|
AZ | 2.0 |
|
TLG Advisors Inc
✚
|
NJ | 1.9 |
|
Zuckerman Investment Group LLC
✚
|
IL | 1.9 |
|
Jaffe Tilchin Investment Partners LLC
✚
|
FL | 1.8 |
|
Turtle Creek Wealth Advisors LLC
✚
|
TX | 1.7 |
|
World Equity Group Inc
✚
|
IL | 0.9 |
|
BOK Financial Securities Inc
✚
|
OK | 0.8 |
|
Align Impact LLC
✚
|
CO | 0.8 |