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Find, Compare and Monitor Financial Advisors at CORONADO INVESTMENTS, LLC

CRD#: 111992
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

CORONADO INVESTMENTS, LLC is located at 17630 El Vuelo, Rancho Santa Fe, CA 92067 and was first established at Los Angeles, Delaware in 11/09/2000. After operating for 25 years, CORONADO INVESTMENTS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of CORONADO INVESTMENTS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. CORONADO INVESTMENTS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at CORONADO INVESTMENTS, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access CORONADO INVESTMENTS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at CORONADO INVESTMENTS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for CORONADO INVESTMENTS, LLC Comes From

Understanding the Statistics for CORONADO INVESTMENTS, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
17630 El Vuelo, Rancho Santa Fe, CA 92067
Mailing Address
Po Box 5005 - Pmb 147, Rancho Santa Fe, CA 92067
Firm Size
Small
Phone Number
(858) 342-3212
Established
Delaware since 11/09/2000
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
LITTLE FAMILY TRUST DATED JUNE 24, 1995MANAGING MEMBER
THE ROVELL REVOCABLE LIVING TRUST DATED 10/31/2002MANAGING MEMBER
LITTLE, MITCHELL STUART IIFINANCIAL OPERATIONS PRINCIPAL1701341
ROVELL, ARNE RENECHIEF COMPLIANCE OFFICER4741660

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at CORONADO INVESTMENTS, LLC

ML

Mitchell Stuart Little II

Mitch Little Ii
RR
CRD#: 1701341
Location:
Rancho Santa Fe, CA 92067

Registered Affiliation(s):CORONADO INVESTMENTS, LLC

Disclosures:
Experience:
32 years
AR

Arne Rene Rovell

RR
CRD#: 4741660
Location:
Star Valley Ranch, WY

Registered Affiliation(s):CORONADO INVESTMENTS, LLC

Disclosures:
Experience:
22 years
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