Andrew Arroyo Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
0
Advisors
1
of 1 employees
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
Expertise
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
12636 High Bluff Rd. Suite 400
San Diego CA 92130
Advisors at this office
1
Most active in
California
Also doing business as
Aai Advisors · Andrew Arroyo Investments, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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