Alvaro Ramon Castillo
Investment adviser representative at Loyola Asset Management LLC
14 yearsExperience
1 stateRegistered in
$239.9MFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Loyola Asset Management LLCJan 2025 to now
- Private Client Services LLCOct 2018 to Jul 2020
- Western International Securities, IncOct 2006 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (FL).
Loyola Asset Management LLC
$239.9MAssets managed
57Clients
3Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1863833
- Firm CRD
- 153255