LOYOLA ASSET MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$239,900,141
Discretionary
$63,857,490
Non-discretionary
$176,042,651
Firm details
- CRD number
- 153255
- SEC file number
- 801-78216
- Main office
- CORAL GABLES, FL, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://WWW.LOYOLA-ASSET.COM
- Fee structure
-
Percentage of AUM
As of November 2026.