Overview
Assets Under Management: $251 million
Headquarters: PASADENA, CA
High-Net-Worth Clients: 84
Average Client Assets: $2 million
Frequently Asked Questions
ARROYO INVESTMENT GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130243), ARROYO INVESTMENT GROUP, LLC is subject to fiduciary duty under federal law.
ARROYO INVESTMENT GROUP, LLC is headquartered in PASADENA, CA.
ARROYO INVESTMENT GROUP, LLC serves 84 high-net-worth clients according to their SEC filing dated December 22, 2025. View client details ↓
According to their SEC Form ADV, ARROYO INVESTMENT GROUP, LLC offers portfolio management for individuals. View all service details ↓
ARROYO INVESTMENT GROUP, LLC manages $251 million in client assets according to their SEC filing dated December 22, 2025.
According to their SEC Form ADV, ARROYO INVESTMENT GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.56
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 914
Discretionary Accounts: 902
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 130243
Filing ID: 2035549
Last Filing Date: 2025-12-22 20:34:26
Website: 0