Arroyo Investment Group, LLC
Firm details
- Headquarters
- Pasadena, California
- CRD number
- 130243
- Registered since
- March 3, 2004
- Website
- arroyoinvestmentgroup.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.85%
- Individuals19.67%
- Charitable Organizations0.48%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Arroyo Investment Group, LLC is an independent registered investment adviser organized as an LLC and operating since 2004. The firm serves both individual/family and institutional clients, charging fees based on a percentage of assets under management. Its stated advisory activity centers on portfolio management for individuals and small businesses. Filings indicate the firm has at least one related adviser and lists industry affiliations that include broker-dealer relationships and other investment-adviser arrangements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Contacts
3 of 8
Gabrielle Stapleton
Managing DirectorCRD 6862824

Daniel Watson
Capital ResearchCRD 6586201

Lisa Taddeo
Vice President of OperationsCRD 2039288
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pasadena, CA
Los Angeles
Location
Pasadena, CA
Headquartered in Pasadena, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 15 S Raymond Ave
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Trend Trade Pro, LLC
RIAPasadena, CA
Guinness Atkinson Asset Management, Inc.
RIAPasadena, CA
Kondo Wealth Advisors, Inc
RIAPasadena, CA
CMR Capital Management, LLC
RIAPasadena, CA
Round Hill Asset Management Inc
RIAPasadena, CA
Fuller Investment Management Company
RIAPasadena, CA