LOYOLA ASSET MANAGEMENT LLC

2990 Ponce De Leon Blvd
Suite 202
Coral Gables, Florida 33134
Tel: 305-377-1941

About LOYOLA ASSET MANAGEMENT LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	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

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