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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Ridge legacy
- Established Date
- 06-26-2000
- Office Locations
- 3
Office Locations
About Arroyo Investment Group, LLC
Arroyo Investment Group is an independent, fee-only advisory firm providing active investment management and full-service financial planning for individuals, with a focus on risk control through market cycles. Portfolios are managed to pursue gains in rising markets while limiting losses in down markets, supported by ongoing planning for one all-inclusive fee. Differentiator: voluntary GIPS®-compliant performance reporting for transparency.
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Investment Themes
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Owner & Executives
JOHN PATRICK ODELL
Chief Compliance Officer, PRINCIPAL
- CRD
- #1908737
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Stephanie Avea Hagan
Analyst
- CRD
- #7360780
MICHAEL DEAN HANEY
--
- CRD
- #4988375
Vital focus
Bridge vector
- CRD
- #79451
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $317,155,694 | $322,641 |
| Non-Discretionary | $2,298,744 | $191,562 |
| Total | $319,454,438 | $321,060 |
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Separately Managed Accounts
Total SMA Asset: $319,454,438
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,265,021,376 | 26.8% |
| Cash | $6,186,550,922 | 73.2% |
| Total | $8,451,572,298 | 100.0% |