Corrado Advisors, LLC
Firm details
- Headquarters
- Ramsey, New Jersey
- CRD number
- 111721
- Registered since
- November 15, 1999
- Website
- corradofinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI67.91%
- Individuals28.45%
- Pension & Profit Sharing Plans3.64%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Corrado Advisors, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 1999. The firm operates on a percentage-of-AUM fee model and serves both individual/family and institutional clients. Its advisory scope centers on financial planning and discretionary portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not a pension consultant, and is not classified as a capital allocator or a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds66%
- Exchange Traded Equities19%
- Cash & Cash Equivalents7%
- US Government Bonds5%
- Private Funds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 89Active vs passive
$184M in ETFs
35%
$63.8M
43%
$121M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INNOVATOR EMERGING MARKETS POWER BUFFER ETF - OCTOBER (EOCT) | Innovator | Active | Options Trading | $6.3M | 178,369 | 3.42% |
Location
Ramsey, NJ
Bergen
Location
Ramsey, NJ
Headquartered in Ramsey, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Bergen
- Address
- 48 S Franklin Tpke
- Time zone
- ET (UTC-5)
- Office locations
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