Coronado Investment Advisors, LLC

Coronado Investment Advisors, LLC (CRD# 283420) is a financial advisory firm headquartered in Carlsbad, CA. They manage $43,426,508 in 80 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
2794 Gateway Road, #115, Carlsbad, CA 92009
http://www.coronadoinvestmentadvisors.com
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $542,831
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NM, OK, TX

Financial Advisors at Coronado Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brady Boyd, financial advisor Carlsbad CA
Brady C. Boyd
CRD#: 5141387
2794 Gateway Road, #115, Carlsbad, CA 92009

Brady Boyd (CRD# 5141387) is an Investment Advisor Representative working at Coronado Investment Advisors, LLC in Carlsbad, CA and has over 17 years of experience in the finance industry.

2
Lawrence Ladd, financial advisor Carlsbad CA
Lawrence M. Ladd
CRD#: 2300135
2794 Gateway Road, #115, Carlsbad, CA 92009

Lawrence Ladd (CRD# 2300135) is an Investment Advisor Representative working at Coronado Investment Advisors, LLC in Carlsbad, CA and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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