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Building 2LOYOLA ASSET MANAGEMENT LLC

Map pinCORAL GABLES, FL
Phone305-377-1941
NotebookSEC #801-78216
Total AUM
$239.9M
Employees
5
Clients
57

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2990 PONCE DE LEON BLVD
SUITE 202
CORAL GABLES
FL 33134
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
305-377-1941

ReceiptFinancials

Total AUM
$239.9M
Accounts
63
Discretionary
$63.9M
Accounts
50
Non-Discretionary
$176M
Accounts
13

ContactClients

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Individual Clients
20
AUM
$1.3M
HNW Individual Clients
14
AUM
$14.9M
Pooled Vehicle Clients
1
AUM
$20.9M
Corporation or Business Clients
22
AUM
$202.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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