Coronado Investments, LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Rancho Santa Fe, California
CRD number
111992
Registered since
September 12, 2001

Firm profile

FINTRX

Overview

Coronado Investments, LLC is organized as a limited liability company and has been SEC-registered since 2001. The firm is classified in the dataset as "unclassified" and is owned by a mix of a domestic entity and an individual. Public-source flags indicate it is not a capital allocator, does not report being an active ESG investor, is not identified as a multi-state adviser, and is not listed as a pension consultant or a related adviser. Key operational details such as client types, fee schedule, and specific advisory activities were not included in the FINTRX snapshot. That absence limits visibility into the firm's target market, product shelf, and service model.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Arne Rovell

    Principal And Chief Compliance OfficerCRD 4741660

Contacts

1 of 1
  • Mitchell Little

    Mitchell Little

    Managing MemberCRD 1701341

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Rancho Santa Fe, CA

San Diego

Location

Rancho Santa Fe, CA

Headquartered in Rancho Santa Fe, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
17630 El Vuelo
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth