Andrew Arroyo Investments, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
1 of 1
Andrew Arroyo
Chairman & CEOCRD 5748201
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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