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ARROYO INVESTMENT GROUP, LLC

15 S. Raymond Avenue
Suite 200
Pasadena, California 91105
Tel: 626-844-1441

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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 StatusApproved
Firm CRD#130243
SEC#801-62813
Assets Managed by Firm$243,046,375
No. of Clients905
No. of Advisors8

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total905$243,046,375
Individuals (other than high net worth individuals)243$66,702,455
High net worth individuals74$161,972,152
Pension and profit sharing plans1$13,649,923
Charitable organizations2$721,845

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