ATON FINANCIAL LLC
CRD #173070 SEC #801-112925 SAN JUAN, PR 787-725-6070
SEC Registered Private Funds
Total AUM
$469.1M
Discretionary
$323.9M
Employees
9
Clients
1
Accounts
398
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $469.1M | $323.9M | $145.2M | 9 | 0 |
| Mar 2025 | $469.1M | $323.9M | $145.2M | 9 | 0 |
| May 2024 | $428.9M | $296.7M | $132.2M | 9 | 0 |
| Apr 2024 | $428.9M | $296.7M | $132.2M | 9 | 0 |
| Mar 2024 | $428.9M | $296.7M | $132.2M | 9 | 0 |
| Jul 2023 | $311.4M | $235M | $76.3M | 9 | 0 |
| Mar 2023 | $311.4M | $235M | $76.3M | 9 | 0 |
| Mar 2022 | $312.5M | $235.2M | $77.3M | 9 | 0 |
| Nov 2021 | $268.4M | $198.3M | $70.1M | 9 | 0 |
| Jul 2021 | $268.4M | $198.3M | $70.1M | 9 | 0 |
| May 2021 | $268.4M | $198.3M | $70.1M | 9 | 0 |
| Mar 2021 | $268.4M | $198.3M | $70.1M | 9 | 0 |
| Mar 2021 | $268.4M | $198.3M | $70.1M | 9 | 0 |
| Jul 2020 | $222.4M | $164.1M | $58.3M | 9 | 0 |
| Jun 2020 | $222.4M | $164.1M | $58.3M | 9 | 0 |
| Mar 2020 | $222.4M | $164.1M | $58.3M | 9 | 0 |
| Mar 2019 | $216.3M | $216.3M | $0 | 8 | 0 |
| Mar 2019 | $216.3M | $216.3M | $0 | 8 | 0 |
| Jul 2018 | $188M | $182.6M | $5.4M | 4 | 0 |
| Apr 2018 | $188M | $182.6M | $5.4M | 4 | 0 |
| Apr 2018 | $188M | $182.6M | $5.4M | 4 | 0 |
| Apr 2018 | $188M | $182.6M | $5.4M | 4 | 0 |
| Mar 2018 | $188M | $182.6M | $5.4M | 4 | 0 |
DateSep 2025
Total AUM$469.1M
Discretionary$323.9M
Non-Disc.$145.2M
Employees9
Clients0
DateMar 2025
Total AUM$469.1M
Discretionary$323.9M
Non-Disc.$145.2M
Employees9
Clients0
DateMay 2024
Total AUM$428.9M
Discretionary$296.7M
Non-Disc.$132.2M
Employees9
Clients0
DateApr 2024
Total AUM$428.9M
Discretionary$296.7M
Non-Disc.$132.2M
Employees9
Clients0
DateMar 2024
Total AUM$428.9M
Discretionary$296.7M
Non-Disc.$132.2M
Employees9
Clients0
DateJul 2023
Total AUM$311.4M
Discretionary$235M
Non-Disc.$76.3M
Employees9
Clients0
DateMar 2023
Total AUM$311.4M
Discretionary$235M
Non-Disc.$76.3M
Employees9
Clients0
DateMar 2022
Total AUM$312.5M
Discretionary$235.2M
Non-Disc.$77.3M
Employees9
Clients0
DateNov 2021
Total AUM$268.4M
Discretionary$198.3M
Non-Disc.$70.1M
Employees9
Clients0
DateJul 2021
Total AUM$268.4M
Discretionary$198.3M
Non-Disc.$70.1M
Employees9
Clients0
DateMay 2021
Total AUM$268.4M
Discretionary$198.3M
Non-Disc.$70.1M
Employees9
Clients0
DateMar 2021
Total AUM$268.4M
Discretionary$198.3M
Non-Disc.$70.1M
Employees9
Clients0
DateMar 2021
Total AUM$268.4M
Discretionary$198.3M
Non-Disc.$70.1M
Employees9
Clients0
DateJul 2020
Total AUM$222.4M
Discretionary$164.1M
Non-Disc.$58.3M
Employees9
Clients0
DateJun 2020
Total AUM$222.4M
Discretionary$164.1M
Non-Disc.$58.3M
Employees9
Clients0
DateMar 2020
Total AUM$222.4M
Discretionary$164.1M
Non-Disc.$58.3M
Employees9
Clients0
DateMar 2019
Total AUM$216.3M
Discretionary$216.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$216.3M
Discretionary$216.3M
Non-Disc.$0
Employees8
Clients0
DateJul 2018
Total AUM$188M
Discretionary$182.6M
Non-Disc.$5.4M
Employees4
Clients0
DateApr 2018
Total AUM$188M
Discretionary$182.6M
Non-Disc.$5.4M
Employees4
Clients0
DateApr 2018
Total AUM$188M
Discretionary$182.6M
Non-Disc.$5.4M
Employees4
Clients0
DateApr 2018
Total AUM$188M
Discretionary$182.6M
Non-Disc.$5.4M
Employees4
Clients0
DateMar 2018
Total AUM$188M
Discretionary$182.6M
Non-Disc.$5.4M
Employees4
Clients0