Overview
Assets Under Management: $204 million
Headquarters: CORAL GABLES, FL
High-Net-Worth Clients: 10
Average Client Assets: $0.9 million
Frequently Asked Questions
LOYOLA ASSET MANAGEMENT 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 #153255), LOYOLA ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
LOYOLA ASSET MANAGEMENT LLC is headquartered in CORAL GABLES, FL.
LOYOLA ASSET MANAGEMENT LLC serves 10 high-net-worth clients according to their SEC filing dated August 06, 2024. View client details ↓
According to their SEC Form ADV, LOYOLA ASSET MANAGEMENT LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
LOYOLA ASSET MANAGEMENT LLC manages $204 million in client assets according to their SEC filing dated August 06, 2024.
According to their SEC Form ADV, LOYOLA ASSET MANAGEMENT LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 4.21%
Average Client Assets: $0.9 million
Total Client Accounts: 58
Discretionary Accounts: 44
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 153255
Filing ID: 1889658
Last Filing Date: 2024-08-06 16:03:00