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LOOP CAPITAL ASSET MANAGEMENT

1001 Brickell Bay Drive
Suite 2100
Miami, Florida 33131-4940
Tel: 305-379-2100

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About LOOP CAPITAL ASSET MANAGEMENT

LOOP CAPITAL ASSET MANAGEMENT, formally registered with the SEC as LOOP CAPITAL ASSET MANAGEMENT. The firm was established in 02/06/2009. They have over 3 offices throughout the country.

LOOP CAPITAL ASSET MANAGEMENT is a Miami, Florida based Financial Planning firm with nearly $8,491,174,466 assets under management, offering retirement planning & investment advisory services to 84 clients. The firm is staffed with 31 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#149280
SEC#801-69873
Assets Managed by Firm$8,491,174,466
No. of Clients84
No. of Advisors31

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total84$8,491,174,466
Pension and profit sharing plans24$4,107,354,835
Charitable organizations3$260,841,233
Other investment advisers7$839,021,608
Corporations or other businesses21$870,501,354

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