Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > pasadena > ARROYO INVESTMENT GROUP, LLC
ARROYO INVESTMENT GROUP, LLC
15 S. Raymond Avenue
Suite 200
Pasadena, California 91105
Tel: 626-844-1441
About ARROYO INVESTMENT GROUP, LLC
ARROYO INVESTMENT GROUP, LLC, formally registered with the SEC as ARROYO INVESTMENT GROUP, LLC. The firm was established in 03/03/2004. They have over 1 offices throughout the country.
ARROYO INVESTMENT GROUP, LLC is a Pasadena, California based Financial Planning firm with nearly $243,046,375 assets under management, offering retirement planning & investment advisory services to 905 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130243 |
| SEC# | 801-62813 |
| Assets Managed by Firm | $243,046,375 |
| No. of Clients | 905 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 905 | $243,046,375 |
| Individuals (other than high net worth individuals) | 243 | $66,702,455 |
| High net worth individuals | 74 | $161,972,152 |
| Pension and profit sharing plans | 1 | $13,649,923 |
| Charitable organizations | 2 | $721,845 |
More Retirement Planning firms in Pasadena, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Pasadena, California