Andrew Arroyo Investments, LLC

RIAState Registered

Total AUM

$500K

Discretionary

0% of AUM

Avg account

$500K

Accounts

Employees

Advisory reps

Firm details

Headquarters: San Diego, California
CRD number: 152691
Website: andrewarroyo.com
Fee structure: Percentage of AUM, Hourly Charges, Commissions, Performance Based Fees
Client types: Corporations / Businesses100%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Andrew Arroyo Investments, LLC is a California-registered limited liability company that operates as an institutional RIA and a capital allocator. The firm combines advisory services and real estate activities: it is listed as a real estate broker and sponsor and acts as a GP/managing member of pooled investment vehicles. Advisory offerings cover portfolio management for individuals/small businesses, pooled vehicles, and institutions, plus selection of other advisers, publications, and educational seminars. Fee arrangements are flexible and include percentage-of-AUM, hourly charges, commissions, and performance-based fees. The firm is not positioned as an ESG-focused manager and is structured as an individually owned practice rather than a multi-state adviser.