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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- FocusCapital harbor +more
- Established Date
- 10-09-2018
- Office Locations
- 1
Office Locations
About Alvarado & Associates, LLC
Alvarado & Associates, LLC is a U.S.-registered investment advisory led by Carlos Alvarado (Columbia MBA) serving individuals and families across Panama, the U.S., and Europe. The firm provides investment advice, private portfolio management for $1M+ investors, and financial education with a long-term, risk-controlled, transparent, fiduciary approach. Strategies span equities, moderate-risk equity/fixed income blends, and income-focused fixed income portfolios; execution and clearing via Interactive Brokers.
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Owner & Executives
Carlos Mariano Alvarado
MANAGING PRINCIPAL
- CRD
- #7004571
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,680,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,680,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,680,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $141,176,239 | 41.7% |
| Cash | $154,041,220 | 45.5% |
| Public Funds | $43,334,673 | 12.8% |
| Total | $338,552,132 | 100.0% |