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 operates as a small, hands-on capital allocator with a clear tilt toward private and real asset strategies. The firm functions as both an adviser and a real estate broker/sponsor, taking roles that include general partner and managing member for pooled investment vehicles. Its advisory menu spans portfolio management for individuals, small businesses, institutions and pooled vehicles, plus selecting other advisers, publishing periodic commentary, and running educational seminars. Client focus is institutional, and the firm charges a mix of fees — percentage of AUM, hourly, commissions and performance-based fees — which supports flexible engagement structures across deal-by-deal real estate work and ongoing advisory relationships. The firm is not positioned as an ESG-focused investor and does not operate as a multi-state adviser. Given its business activities and fee flexibility, Andrew Arroyo Investments appears to concentrate on direct, manager-driven strategies rather than large-scale discretionary wealth management platforms.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • ANDREW ARROYO

    Chairman & CEOCRD 5748201

Wealth teams

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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