$1.3M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2025
- Office Locations
- 1
Office Locations
-- SAN Francisco CA
About Corcovado Investment Advisors, LLC
Corcovado Investment Advisors, LLC is a San Francisco-based RIA bringing institutional-style portfolio construction to private wealth clients, including entrepreneurs and business owners. The firm provides investment management and financial planning with an emphasis on asset allocation and risk management, implemented primarily with ETFs. Custody supported via Charles Schwab and Pershing.
Team overview
-- AVG AGE
$1.3M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOSEPH WILLIAM PACH
Chief Compliance Officer, Managing Member
- CRD
- #2626877
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,319,529 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,319,529 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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