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| Happy Holidays!! thanks for using AUM13F!! |
| Arroyo Investment Group LLC
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| CRD # | 130243 |
| SEC # | 801-62813 |
| CIK # | |
| AUM | $250.7 M (2025-03-10) |
| Employees | 8 (38% Investors, 38% Brokers) |
| Phone | 626-844-1441 |
| Address | 15 S Raymond Avenue Pasadena, CA 91105 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 244 | 62.9 |
| (b) Individuals (high net worth individuals) | 84 | 186.9 |
| (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 | 0.9 |
| (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 | 914 | 250.7 |
| By Discretionary | ||
| Discretionary | 902 | 248.3 |
| Non-Discretionary | 12 | 2.4 |
| Total | 914 | 250.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 250.7 | |
| Total | 914 | 250.7 |
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|---|---|---|
|
Massachusetts Wealth Management LLC
✚
|
MA | 0.3 |
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JF Williams Co Inc
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CO | 0.3 |
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CA | 0.3 |
|
Verisail Partners LLC
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GA | 0.3 |
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Wynn Capital LLC
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GA | 0.3 |
|
Breakwater Investment Management LLC
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WA | 0.3 |
|
Dudley Capital Management LLC
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|
VA | 0.3 |
|
Swiss USAdvisors Ltd
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0.2 | |
|
The Fauser Group LLC
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WA | 0.2 |
|
Missionpoint Partners LLC
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0.2 |