AdvizorPro

Coronado Investment Advisors, LLC

Coronado Investment Advisors, LLC. CRD 283420

Coronado Investment Advisors, LLC logo

CRD: 283420

Coronado Investment Advisors, LLC

Carlsbad, CA, 92009
6195686840
$28.6M Total AUM
$28.6M Disc. AUM
-- 3Y CAGR
2 Employees
31 ADV. Clients
10 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Altruist · JP Morgan · Truist Bank
Clients
Retail and Institutional
Platforms
--
Established Date
03-29-2016
Office Locations
1

Office Locations

2794 Gateway Road #115 Carlsbad CA

About Coronado Investment Advisors, LLC

Coronado Investment Advisors, LLC is a Carlsbad, CA RIA serving retail and institutional clients with financial and wealth planning, including tax and estate planning and insurance coordination. Portfolios focus on asset allocation with heavy ETF use alongside cash management and fixed income (including munis and government/agency bonds), with access to alternatives such as real estate and hedge funds. Custody partners include Altruist and J.P. Morgan.

Team overview

47 AVG AGE
$14.3M AVG AUM / ADVISOR
$922.0K AVG AUM / CLIENT
10.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age

Insights

Unlock to see real insight on matrix capital.
Premium access reveals conviction themes in atlas horizon.
Open the full profile to inspect shifts in peak peak.
See the complete signal summary connected to meridian capital.
Premium access reveals conviction themes in crest wave.
Open the full profile to inspect shifts in foundation alpha.
Request access to benchmark trends tied to pioneer.
Unlock to compare peer behavior around quantum summit.

Asset Classes

Peak foundation Eagle Value ember

Investment Themes

Horizon summit Alpha horizon Atlas north

Investment Vehicles

Pathway

Services

Delta matrix Summit Atlas summit Ridge north Pathway Signal North Radial

Owner & Executives

LAWRENCE MICHAEL LADD

LAWRENCE MICHAEL LADD

Chief Investment Officer, PARTNER

CRD
#2300135
Ownership
50% but less than 75%
(250) 812-6708
delta.delta@capitalcapital.com
in linkedin.com/in/optima-fusion
BRADY CHARLES BOYD

BRADY CHARLES BOYD

Chief Compliance Officer, Chief Operating Officer, PARTNER

CRD
#5141387
Ownership
25% but less than 50%
(823) 664-8568
zenith.vector@frontiercapital.com
in linkedin.com/in/glacier-element

Showing 2 of 2 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 2 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $28,581,012 --
Non-Discretionary $0 --
Total $28,581,012 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: $28,581,012

$28.6M Total SMA
Equity - Exchange:
13.9%
Cash:
6.5%
Municipal Bonds:
21.4%
U.S. Government/Agency:
19.4%
Corporate - Investment Grade:
15.7%
Other:
23.1%
Asset class Assets Assets %
Equity - Exchange $1,086,845,161 13.9%
Cash $508,236,946 6.5%
Municipal Bonds $1,673,272,406 21.4%
U.S. Government/Agency $1,516,891,807 19.4%
Corporate - Investment Grade $1,227,587,700 15.7%
Other $1,806,195,914 23.1%
Total $7,819,029,934 100.0%

Start a free trial and
prospect smarter