LOYOLA ASSET MANAGEMENT LLC
SEC RegisteredGrow and Preserve Wealth
About the firm
Founded in 2006, Loyola Asset Management is an independent advisory firm dedicated to helping domestic and international clients grow and preserve their wealth. Through tailored guidance and unbiased advice, the firm provides a broad range of services and invests in developing deep relationships with clients to help them obtain their life goals. Operating in a multicultural, family-like environment, Loyola leverages diverse perspectives to find solutions to complicated financial problems.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
A broad range of financial services designed to account for all variables in a client's life, allowing the firm to craft customized and comprehensive plans that connect personal goals with financial objectives.
Who they serve
Domestic and international clients, including affluent individuals seeking to grow and preserve wealth across generations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 20 | $1.3M |
| High Net Worth Individuals | 14 | $15M |
| Pension/Profit Sharing Plans | 1 | $21M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $250,000 - $500,000 | 2.00% |
| $500,001 - $1,000,000 | 1.50% |
| $1,000,000 - $10,000,000 | 1.25% |
| $10,000,001 - $25,000,000 | 1.00% |
| Over $25,000,000 | — |
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LOYOLA ASSET MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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