$16.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
21 yrs Firm Age
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- Custodian
- Bank OF America · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-17-2005
- Office Locations
- 1
Office Locations
-- SAN Mateo CA
About Coronado Financial Group L.l.c.
Coronado Financial Group, LLC is a San Mateo, CA-based firm providing personalized financial planning, investment management, and wealth advisory for individuals and families, with an emphasis on long-term goals, risk tolerance, and guidance through life transitions such as retirement. Its managed portfolios lean heavily on ETFs (alongside public funds), and it supports custody through platforms such as Fidelity/NFS.
Team overview
-- AVG AGE
$16.2M AVG AUM / ADVISOR
$404.7K AVG AUM / CLIENT
21.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
Available
Platform
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Services
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Technology
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Owner & Executives
LESLIE A SMITH
Managing Member, Owner
- CRD
- #1242367
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $16,189,944 | -- |
| Total | $16,189,944 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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