Tech stack
No one at Popular Asset Management has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
J.P. Morgan
Per Form ADV · $70M held · filed Jul 2024
Northern Trust
Per Form ADV · $21M held · filed Jul 2024
Schwab
Per Form ADV · $11M held · filed Jul 2024