Aton Financial
Finance · Puerto Rico, United States · 1-10 Employees
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Overview
Headquarters
1590 Ponce De León Ave Ste 206, San Juan...Phone Number
(787) 725-6070Website
www.atonfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1
About Aton Financial
Aton Financial is an independent, fiduciary financial planning and investment management firm that prioritizes client interests through unbiased and conflict-free guidance. They offer a range of services including wealth and investment planning, legal advisory, estate planning, tax strategy, risk management, and protection planning. With over 75 years of combined experience, they serve more than 250 clients across various financial life stages in Puerto Rico and the U.S. Aton Financial is committed to providing clear, ethical, and transparent financial advice tailored to individual goals.Explore more
Aton Financial Org Chart
LL
Director, Client Services
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Revenue
Number of Employees
Type
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Founded In
Aton Financial
<$5M
1-10
Private
-
2013
GG
Griffin GallCo-CIO, Business Development & of Wealth Management Head (US)
<$5M
1-10
Private
-
2010
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Aton Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Aton Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Aton Financial.
Aton Financial Tech Stack
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Aton Financial is an independent, fiduciary financial planning and investment management firm that prioritizes client interests through unbiased and conflict-free guidance. They offer a range of services including wealth and investment planning, legal advisory, estate planning, tax strategy, risk management, and protection planning. With over 75 ye... Read More
