LP Profile

Loyola Asset Management

Also known as loyola

Wealth ManagerCoral Gables, United StatesFounded 2006
$240M
Assets Under Management
Coral Gables
Headquarters
Investment Focus

About Loyola Asset Management

Loyola Asset Management is an independent advisory firm based in Coral Gables, Florida, founded in 2006. It helps domestic and international clients grow and preserve their wealth, offering tailored guidance and what it describes as unbiased advice. The firm works with clients in a multicultural team environment and focuses on building long-term relationships, connecting clients' personal goals with their financial objectives. It reports about $239.9 million in assets under management.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Loyola Asset Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$239.9M
Total Clients
63
Filing Date
March 17, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Loyola Asset Management?

Loyola Asset Management is a wealth manager based in Coral Gables, United States, managing approximately $240M in assets.

Where is Loyola Asset Management headquartered?

Loyola Asset Management is headquartered in Coral Gables, United States.

How much does Loyola Asset Management manage?

Loyola Asset Management manages approximately $240M in assets under management.

When was Loyola Asset Management founded?

Loyola Asset Management was founded in 2006.

How can I contact Loyola Asset Management?

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