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Loreto Patricia Fuentes

CARRINGTON CAPITAL MANAGEMENT, LLC·OLD GREENWICH, Connecticut
Clean recordCARRINGTON CAPITAL MANAGEMENT, LLC
1700 EAST PUTNAM AVENUE, OLD GREENWICH, CT 06870CRD# 1780379Firm CRD# 130813

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Loreto Patricia Fuentes · OLD GREENWICH, CT
Registration
CRD #1780379 · CARRINGTON CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Loreto Patricia Fuentes is a registered financial advisor based in OLD GREENWICH, Connecticut, affiliated with CARRINGTON CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
CARRINGTON CAPITAL MANAGEMENT, LLC
CARRINGTON CAPITAL MANAGEMENT, LLC
AUM
$4.1B
Regulatory assets under management
Employees
44
Total firm employees
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: PER-ASSET ONBOARDING AND DEBOARDING DUE DILIGENCE FEES
Regulatory
SEC/IARD CRD# 1780379
Firm CRD# 130813
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Loreto Patricia Fuentes offer?
Loreto Patricia Fuentes specializes in Wealth Management. Contact their office in OLD GREENWICH, Connecticut for a consultation.
What are Loreto Patricia Fuentes's credentials?
Loreto Patricia Fuentes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Loreto Patricia Fuentes located?
Loreto Patricia Fuentes is based in OLD GREENWICH, Connecticut, working with CARRINGTON CAPITAL MANAGEMENT, LLC. Their office serves clients in the OLD GREENWICH metropolitan area and surrounding communities.
How does Loreto Patricia Fuentes charge for services?
Loreto Patricia Fuentes's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: per-asset onboarding and deboarding due diligence fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARRINGTON CAPITAL MANAGEMENT, LLC?
CARRINGTON CAPITAL MANAGEMENT, LLC has approximately 44 employees and manages $4.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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