Overview
Assets Under Management: $243 million
Headquarters: PASADENA, CA
High-Net-Worth Clients: 84
Average Client Assets: $2 million
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: 905
Discretionary Accounts: 890
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 130243
Last Filing Date: 2024-04-15 00:00:00
Website: https://arroyoinvestmentgroup.com