Andrew Arroyo Investments, LLC

RIASEC Registered
Total AUM
$500K
Discretionary
$0
0% of AUM
Avg account
$500K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
San Diego, California
CRD number
152691
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 small, SEC-registered institutional RIA organized as a limited liability company that positions itself as a capital allocator for institutional clients. The firm provides portfolio management across a range of client types — individuals/small businesses, pooled investment vehicles, and businesses or institutions — and offers selection-of-advisers services. Its activities extend beyond portfolio management to publishing periodicals or newsletters and running educational seminars or workshops. The firm also operates as a real estate broker and sponsor and serves as a general partner/managing member of pooled investment vehicles. The adviser uses multiple fee arrangements, including a percentage of assets under management, hourly charges, commissions, and performance-based fees. It is not an active ESG investor and is not listed as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Andrew Arroyo

    Andrew Arroyo

    Chairman & CEOCRD 5748201

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, in the West of the United States.

Region
West
County
San Diego
Address
12636 High Bluff Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth