Unclaimed Profile

Alvaro Ramon Castillo

LOYOLA ASSET MANAGEMENT LLC·CORAL GABLES, Florida

SIE, Series 3, Series 7, Series 30, Series 63, Series 65Clean record25 years registeredLOYOLA ASSET MANAGEMENT LLC

2990 PONCE DE LEON BLVD, CORAL GABLES, FL 33134CRD# 1863833Firm CRD# 153255

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alvaro Ramon Castillo · CORAL GABLES, FL

Registration

CRD #1863833 · LOYOLA ASSET MANAGEMENT LLC · 25 years registered

Brand Profile

Not yet started

Career History

LOYOLA ASSET MANAGEMENT LLC

Sep 2010 – present

WESTERN INTERNATIONAL SECURITIES

Jul 2010 – Nov 2012

Coral Gables, FL

WESTERN INTERNATIONAL SECURITIES

Oct 2006 – May 2007

Coral Gables, FL

CITIGROUP GLOBAL MARKETS INC.

Mar 2001 – Nov 2006

MIAMI, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 30

Series 63

Series 65

Registration record

First registered · March 28, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LOYOLA ASSET MANAGEMENT LLC

CRD 153255 · SEC 801-78216

AUM

$204M

Regulatory assets under management

Employees

58 client accounts

Services offered by LOYOLA ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at LOYOLA ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Alvaro Ramon Castillo offer?

Alvaro Ramon Castillo specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CORAL GABLES, Florida for a consultation.

What are Alvaro Ramon Castillo's credentials?

Alvaro Ramon Castillo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alvaro Ramon Castillo located?

Alvaro Ramon Castillo is based in CORAL GABLES, Florida, working with LOYOLA ASSET MANAGEMENT LLC. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.

How does Alvaro Ramon Castillo charge for services?

Alvaro Ramon Castillo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LOYOLA ASSET MANAGEMENT LLC?

LOYOLA ASSET MANAGEMENT LLC has approximately 5 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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