Loyola Asset Management Llc, FL — Investment Adviser | BuildTrust

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LOYOLA ASSET MANAGEMENT LLC

Investment AdviceCORAL GABLES, FL

Assets Under Management

$263.3M

Total AUM

Donut chart: Discretionary 66.5M, Non-Discretionary 196.9M
Category	Value
Discretionary	66.5M
Non-Discretionary	196.9M

Adviser Information

Field	Value
CRD Number	153255
SEC Number	801-78216
Street Address	2990 PONCE DE LEON BLVD
Street Address 2	SUITE 202
Location	CORAL GABLES, FL 33134
Country	United States
Phone	305-377-1941
Fax	305-377-1945
Total Employees	6

Client Count by Type (52 Total)

Horizontal bar chart: Corporations/Businesses 19, Individuals (other than H… 17, High Net Worth Individual… 15, Pooled Investment Vehicle… 1
Category	Value
Corporations/Businesses	19
Individuals (other than H…	17
High Net Worth Individual…	15
Pooled Investment Vehicle…	1