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).
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Total Assets Under Management265MILLION
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Total Number of Accounts138ACCOUNTS
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Average Account Value$1,921,111
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)

FL
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.
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.
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.
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.
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.
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.