Corcovado Investment Advisors, LLC
RIAState Registered
Total AUM
$1.3M
Discretionary
$1.3M
100% of AUM
Avg account
$132K
Accounts
10
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 333517
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Corcovado Investment Advisors, LLC is a small, California-registered limited liability company that provides financial planning and portfolio management for individuals and small businesses. The firm is owned by an individual and uses a mix of percentage-of-assets and hourly fee arrangements. Corcovado reports no active ESG investment program, does not position itself as a multi-state adviser, and does not list pension consulting or capital allocation services among its activities.
Assets & Accounts
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 Funds65%
- Exchange Traded Equities20%
- Cash & Cash Equivalents15%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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