Loyola Asset Management LLC
Loyola Asset Management LLC is an SEC-registered wealth manager in Coral Gables, FL with $239.9M assets under management (AUM, regulatory AUM), -9% over one year. See who owns Loyola Asset Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 153255, SEC 801-78216, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $239.9M (2026-03-17)
- Firm type
- Wealth Manager
- Location
- Coral Gables, FL
- Employees
- 5
- Clients
- 57
- CRD
- 153255
- Ownership
- CASTILLO, ALVARO; RIOS, JESSICA, MARIA; PEREZLEAL, MILAGROS, RAMONA; PATINO, NICHOLAS; CASTILLO, ALVARO, RAMON
How much AUM does Loyola Asset Management LLC have?
Loyola Asset Management LLC reported $239.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Loyola Asset Management LLC?
Disclosed owners and executives of Loyola Asset Management LLC include CASTILLO, ALVARO, RIOS, JESSICA, MARIA, PEREZLEAL, MILAGROS, RAMONA, PATINO, NICHOLAS, CASTILLO, ALVARO, RAMON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.