Loyola Asset Management LLC

Loyola Asset Management LLC (CRD# 153255) is a financial advisory firm headquartered in Coral Gables, FL. They manage $203,764,566 in 58 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2525 Ponce De Leon Blvd, Suite 300, Coral Gables, FL 33134
http://www.loyola-asset.com
By the Numbers
  • Total Assets Under Management
    204
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $3,513,182
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Loyola Asset Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Alvaro Castillo, financial advisor Coral Gables FL
Alvaro R. Castillo
CRD#: 1863833
2525 Ponce De Leon Blvd, Suite 300, Coral Gables, FL 33134

Alvaro Castillo (CRD# 1863833) is an Investment Advisor Representative working at Loyola Asset Management LLC in Coral Gables, FL and has over 31 years of experience in the finance industry.

2
Jessica Rios, financial advisor Coral Gables FL
Jessica M. Rios
CRD#: 5611653
2525 Ponce De Leon Blvd, Suite 300, Coral Gables, FL 33134

Jessica Rios (CRD# 5611653) 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.

3
Fernando Castillo, financial advisor Coral Gables FL
Fernando J. Castillo
CRD#: 7625950
2525 Ponce De Leon Blvd, Suite 300, Coral Gables, FL 33134

Fernando Castillo (CRD# 7625950) is an Investment Advisor Representative working at Loyola Asset Management LLC in Coral Gables, FL and has 1 year 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.

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