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LOOP CAPITAL ASSET MANAGEMENT
1001 Brickell Bay Drive
Suite 2100
Miami, Florida 33131-4940
Tel: 305-379-2100
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 Status | Approved |
|---|---|
| Firm CRD# | 149280 |
| SEC# | 801-69873 |
| Assets Managed by Firm | $8,491,174,466 |
| No. of Clients | 84 |
| No. of Advisors | 31 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 84 | $8,491,174,466 |
| Pension and profit sharing plans | 24 | $4,107,354,835 |
| Charitable organizations | 3 | $260,841,233 |
| Other investment advisers | 7 | $839,021,608 |
| Corporations or other businesses | 21 | $870,501,354 |
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