Alvarado & Associates, LLC

Overview

Alvarado & Associates, LLC is a small, fee-based registered investment adviser focused on serving individual and family clients, with some work for small businesses. The firm runs discretionary portfolios and prefers equity-centered allocations, placing heavy emphasis on exchange-traded instruments (both ETFs and individual listed securities). Portfolio management is the core advisory offering, and the firm also delivers investor education through seminars and workshops. Asset allocation choices show an intent to keep clients broadly exposed to public equities while supplementing that exposure with third-party real estate strategies and traditional mutual funds where appropriate. The firm is not positioned as an ESG specialist and operates with a single-office, boutique advisory model under individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices