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, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
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