Loretta Moreno is not listed as a control person, but directly owns between 10% and 25% of Cornermen Financial.
Cornermen Financial is an investment adviser based in San Antonio, TX, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and charitable organizations. Its regulatory assets under management total $173 million, as filed on 2 July 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 5163035
- Firm
- Cornermen Financial · CRD 323179
- Role
- Member
- In role since
- January 2026 · under a year
- Control person
- Not listed
- Direct ownership
- 10% to 25%
- Firm headquarters
- San Antonio, TX
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Loretta Moreno work?
Loretta Moreno has held the title Member at Cornermen Financial, LLC since January 2026.
How can I verify Loretta Moreno’s record?
Loretta Moreno’s role is listed on Cornermen Financial, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 323179.
