Loyola Asset Management LLC

Loyola Asset Management LLC (CRD# 153255) is a financial advisory firm headquartered in Coral Gables, FL. They manage $265,113,323 in 138 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
55 Merrick Way, Suite 208, Coral Gables, FL 33134
http://www.loyola-asset.com
By the Numbers
  • Total Assets Under Management
    265
    MILLION
  • Total Number of Accounts
    138
    ACCOUNTS
  • Average Account Value
    $1,921,111
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Loyola Asset Management LLC
Showing 1 - 6 of 6 top financial advisors.
1
Marcos Segrera, financial advisor Coral Gables FL
Marcos A. Segrera
CRD#: 5896786
55 Merrick Way, Suite 208, Coral Gables, FL 33134
96
Wealthminder
score

Marcos Segrera (CRD# 5896786) is an Investment Advisor Representative working at Loyola Asset Management LLC in Coral Gables, FL and has over 6 years of experience in the finance industry. Marcos Segrera has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Alvaro Castillo, financial advisor Coral Gables FL
Alvaro R. Castillo
CRD#: 1863833
55 Merrick Way, Suite 208, Coral Gables, FL 33134
93
Wealthminder
score

Alvaro Castillo (CRD# 1863833) is an Investment Advisor Representative working at Loyola Asset Management LLC in Coral Gables, FL and has over 25 years of experience in the finance industry.

3
Mariana Foerster, financial advisor Coral Gables FL
Mariana Foerster
CRD#: 4863923
55 Merrick Way, Suite 208, Coral Gables, FL 33134
93
Wealthminder
score

Mariana Foerster (CRD# 4863923) is an Investment Advisor Representative working at Loyola Asset Management LLC in Coral Gables, FL and has over 11 years of experience in the finance industry.

4
Arturo Hierro Bohigas, financial advisor Coral Gables FL
Arturo Hierro Bohigas
CRD#: 4650461
55 Merrick Way, Suite 208, Coral Gables, FL 33134
93
Wealthminder
score

Arturo Hierro Bohigas (CRD# 4650461) is an Investment Advisor Representative working at Loyola Asset Management LLC in Coral Gables, FL and has over 14 years of experience in the finance industry.

5
Milagros Perezleal, financial advisor Coral Gables FL
Milagros R. Perezleal
CRD#: 1025034
55 Merrick Way, Suite 208, Coral Gables, FL 33134
93
Wealthminder
score

Milagros Perezleal (CRD# 1025034) is an Investment Advisor Representative working at Loyola Asset Management LLC in Coral Gables, FL and has over 12 years of experience in the finance industry.

6
Jessica Rios, financial advisor Coral Gables FL
Jessica M. Rios
CRD#: 5611653
55 Merrick Way, Suite 208, Coral Gables, FL 33134
93
Wealthminder
score

Jessica Rios (CRD# 5611653) is an Investment Advisor Representative working at Loyola Asset Management LLC in Coral Gables, FL and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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