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LOYOLA ASSET MANAGEMENT LLC

CORAL GABLES, FL · CRD 153255 · IAPD ↗ · loyola-asset.com · 305-377-1941

$239.9MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — LOYOLA ASSET MANAGEMENT LLC reported RAUM up 29% ($203.8M -> $263.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2024 — LOYOLA ASSET MANAGEMENT LLC reported RAUM up 58% ($129.0M -> $203.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.