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LOYOLA ASSET MANAGEMENT LLC
LOYOLA ASSET MANAGEMENT LLC
CORAL GABLES, Florida
·
4 registered advisors
·
CRD# 153255
SEC# 801-78216
0
305-377-1941
01
Firm Overview
AUM
$204M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
04
Advisors at LOYOLA ASSET MANAGEMENT LLC
4 registered advisors
Alvaro Ramon Castillo
CORAL GABLES, Florida
CRD# 1863833
Jessica Maria Rios
CORAL GABLES, Florida
CRD# 5611653
Milagros Ramona Perezleal
CORAL GABLES, Florida
CRD# 1025034
Nicholas Patino
CORAL GABLES, Florida
CRD# 4946369
05
Office Locations
CORAL GABLES, Florida
4 advisors
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Data sourced from SEC Form ADV filings. LOYOLA ASSET MANAGEMENT LLC (CRD# 153255) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.