Richard
Deary
Loop Capital Asset Management
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About this Advisor
Richard Deary is a financial advisor based in Miami, Florida, working with Loop Capital Asset Management. Richard has previously held positions at Zega Financial, LLC, Hughes Capital Management/Atlantic Asset Management, Miles Capital, Inc, Pma Asset Management, LLC, Loop Capital Asset Management - Tch LLC, and Foundation Source. Richard has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Richard is part of Loop Capital Asset Management, which operates out of Miami, Florida. The firm has 2 offices and 31 employees. The firm manages assets totaling $8.5 billion and serves charitable clients. The services offered by the firm include portfolio management for pooled investment vehicles and portfolio management for institutional clients. The fee structure at Loop Capital Asset Management includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Loop Capital Asset Management Brokerage Details
$8,491,174,466
31
84
$101,085,410
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Richard Deary Work History
Loop Capital Asset Management - Tch LLC
Foundation Source
Pma Asset Management, LLC
Miles Capital, Inc
Zega Financial, LLC
Hughes Capital Management/Atlantic Asset Management
Disclosures
Please visit the SEC profile of Richard Deary to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Loop Capital Asset Management
Houston, TX
Miami, FL
Houston, TX
Houston, TX
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