|
⚲
|
| Arroyo Investment Group LLC
✚
|
|
|---|---|
| CRD # | 130243 |
| SEC # | 801-62813 |
| CIK # | |
| AUM | $319.5 M (2026-06-22) |
| Employees | 8 (38% Investors, 38% Brokers) |
| Phone | 626-844-1441 |
| Address | 15 S Raymond Avenue Pasadena, CA 91105 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 237 | 62.9 |
| (b) Individuals (high net worth individuals) | 98 | 255.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 995 | 319.5 |
| By Discretionary | ||
| Discretionary | 983 | 317.2 |
| Non-Discretionary | 12 | 2.3 |
| Total | 995 | 319.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 319.5 | |
| Total | 995 | 319.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
1 North Wealth Services LLC
✚
|
MD | 0.3 |
|
Wynn Capital LLC
✚
|
GA | 0.3 |
|
Atomic Invest LLC
✚
|
NY | 0.3 |
|
Theory Financial LLC
✚
|
CO | 0.3 |
|
Remedium Capital Partners LLC
✚
|
FL | 0.3 |
|
JBR Co Financial Management Inc
✚
|
OK | 0.3 |
|
Model Wealth Inc
✚
|
0.3 | |
|
Catherine Avery Investment Management LLC
✚
|
FL | 0.3 |
|
Tower View Wealth Management LLC
✚
|
0.3 | |
|
Ransom Advisory Ltd
✚
|
0.3 |