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CORONADO INVESTMENT ADVISORS, LLC
CRD 283420
2794 GATEWAY ROAD, #115, CARLSBAD, CA, 92009, United States
Phone
619-568-6840
Fax
619-568-6785
Registration
— (—)
Source
State registered
Total AUM
$28.6M
Discretionary AUM
$28.6M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 23 | $5.2M |
| High net worth individuals | 8 | $10.0M |
All web addresses on file
Official SEC filing: View on IAPD