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 a privately owned advisory corporation that has been SEC-registered since 2004. The firm serves both individual and family clients and institutional accounts, focusing its advisory work on portfolio management for individuals and small businesses. It charges clients on a percentage-of-assets-under-management basis and operates with a related-adviser structure and affiliations with a broker-dealer and other investment adviser entities. Arroyo does not identify as an active ESG investor and is not characterized as a multi-state or newly formed adviser.
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 8Gabrielle 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
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