Andrew Arroyo Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Andrew Arroyo Investments, LLC provides investment supervisory services to pooled investment vehicles and to a mix of individuals, corporations and retirement accounts. The firm manages at least one pooled real estate vehicle and offers both discretionary portfolio management and consultative advisory services.
Portfolio decisions draw on a combination of fundamental, charting, technical and cyclical analysis and may include long- and short-term equity holdings, trading, options strategies and allocations to REITs and partnership interests. The adviser relies on financial publications, third‑party research and regulatory filings, and can exercise investment discretion when authorized by clients.
Distinctive aspects of the firm include its licensed real estate brokerage activities and an affiliated real estate services company that creates limited partnerships and REITs and is used for client real estate transactions. The brochure discloses several potential conflicts that differ from many peers — the adviser may trade as principal with clients, receive soft‑dollar credits, and pay or receive referral fees when working with third‑party advisors — all of which are described in its Form ADV.
Client services
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Podcast
Expertise
Active portfolio management
Options & derivatives strategies
Real estate investing
Fee options
Fixed fees are offered as one of the fee options, specific amounts not stated.
Commissions are charged as reported in SEC Form ADV Part 1.
Hourly charges are reported in SEC Form ADV Part 1, specific rates not stated in brochure.
Performance fees range from 0% to 20% of net profits, are negotiable, and charged only to qualified clients.
Account minimum: $200,000 Minimum fee: AAI maintains a minimum quarterly fee which may be waived in whole or in part at AAI's discretion.
Main office location
Andrew Arroyo Investments, LLC
12636 High Bluff Rd. Suite 400
San Diego CA 92130, United States
Number of offices
2
Most active in
Andrew Arroyo Investments, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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