Elderado Financial Inc

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Assets, Funds, Holdings

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Elderado Financial Inc
CRD #112908
SEC #801-121234
CIK #
AUM $172.3 MM (2024-03-04)
Employees 5 (100% Investors, 0% Brokers)
Phone970-249-9900
Address1100 S Townsend Ave
Montrose, CO 81401
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
180144108723602007201320192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 348 91.8
(b) Individuals (high net worth individuals) 50 80.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 942 172.3
By Discretionary
Discretionary 942 172.3
Non-Discretionary 0 0.0
Total 942 172.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 172.3
Total 942 172.3
Comparable Firms State AUM ($BB)
Entelechy LLC
MD 0.2
Murphy Wealth Management Group Inc
NY 0.2
The Putney Financial Group LLC
CA 0.2
Legacy Planning Advisors LLC
GA 0.2
Prosperity Wealth Planning LLC
CA 0.2
Piedmont Capital Management LLC
MT 0.2
Private Harbour Investment Management & Counsel LLC
OH 0.2
Bravias Capital Group LLC
NJ 0.2
Lobnek Wealth Management Inc
0.2
McCartney Wealth Management LLC
MO 0.2
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