$3.6M Total AUM
$3.6M Disc. AUM
-- 3Y CAGR
4 Employees
2 ADV. Clients
27 yrs Firm Age
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- Custodian
- Raymond James ยท RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-04-1999
- Office Locations
- 1
Office Locations
505 Sansome Street, Suite 1501 SAN Francisco CA
About Alvarado Management Company
Alvarado Management Company is a SAN Francisco-based RIA. The firm has been operating for 27 years. Managing $3.6M in total assets under management, with 1 advisory representatives. They custody assets with Raymond James and RBC.
Team overview
-- AVG AGE
$3.6M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
18.3 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
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Investment Vehicles
Unison alpha
Owner & Executives
J
JOHN EDWARD LEE
President
- CRD
- #804883
- Ownership
- 75% or more
(462) 598-8892
element.wave@insightcapital.com
in linkedin.com/in/crest-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,605,906 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,605,906 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,605,906
Equity - Exchange:
24.4% U.S. Government/Agency:
24.7% Cash:
50.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,903,095,828 | 24.4% |
| U.S. Government/Agency | $1,926,494,547 | 24.7% |
| Cash | $3,969,982,691 | 50.9% |
| Total | $7,799,573,066 | 100.0% |