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Alvaro Castillo

Loyola Asset Management LLC
37 Years of Experience
Coral Gables, FL
View SEC Summary
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Alvaro Castillo is a registered investment advisor at Loyola Asset Management LLC, based in Coral Gables, FL, with 37 years of industry experience. Alvaro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 57 clients with $240M in assets under management.

Loyola Asset Management LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
57 clients
Average Client Portfolio
$4.2M average
Assets Under Management
$239.9M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.50%
$1.0M - $10.0M1.25%
$10.0M - $25.0M1.00%
$25M+1.00%

Fees are negotiable for accounts over $25,000,000. Fees are paid quarterly in arrears.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2990 Ponce De Leon Blvd, Suite 202, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alvaro co-owns Manresa Holdings and Gentle Breeze Limited, both holding passive real estate investments. He spends minimal time on these activities.

Employment History
Current Registrations
Loyola Asset Management LLC
September 2010 - Present · 16 yrs 1 mo
Previous Registrations
Western International Securities
July 2010 - November 2012 · 2 yrs 4 mos
Western International Securities
October 2006 - May 2007 · 7 mos
Western International Securities, INC.Broker
October 2006 - October 2018 · 12 yrs
Citigroup Global Markets INC.
March 2001 - November 2006 · 5 yrs 8 mos
Citigroup Global Markets INC.Broker
March 2001 - November 2006 · 5 yrs 8 mos
Cibc World Markets CORP.Broker
June 1995 - April 2001 · 5 yrs 10 mos
Lehman Brothers INC.Broker
August 1988 - June 1995 · 6 yrs 10 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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