2990 Ponce De Leon Blvd
Suite 202
Coral Gables, Florida 33134
Tel: 305-377-1941
LOYOLA ASSET MANAGEMENT LLC, formally registered with the SEC as LOYOLA ASSET MANAGEMENT LLC. The firm was established in 06/19/2013. They have over 1 offices throughout the country.
LOYOLA ASSET MANAGEMENT LLC is a Coral Gables, Florida based Financial Planning firm with nearly $203,764,566 assets under management, offering retirement planning & investment advisory services to 58 clients. The firm is staffed with 5 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153255 |
| SEC# | 801-78216 |
| Assets Managed by Firm | $203,764,566 |
| No. of Clients | 58 |
| No. of Advisors | 5 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 58 | $203,764,566 |
| Individuals (other than high net worth individuals) | 16 | $898,436 |
| High net worth individuals | 10 | $8,570,184 |
| Corporations or other businesses | 22 | $173,820,836 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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