Elderado Financial, Inc
Elderado Financial, Inc is an SEC-registered mass-market adviser in Montrose, CO with $237.2M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Elderado Financial, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 112908, SEC 801-121234, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $237.2M (2026-02-09)
- Firm type
- Mass-Market Adviser
- Location
- Montrose, CO
- Employees
- 5
- Clients
- 413
- CRD
- 112908
- Ownership
- ELDER, JANET, K; ELDER, JIM, M; Carnes, Jaimee, Leigh; MILLER, ADAM, J.
How much AUM does Elderado Financial, Inc have?
Elderado Financial, Inc reported $237.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Elderado Financial, Inc?
Disclosed owners and executives of Elderado Financial, Inc include ELDER, JANET, K, ELDER, JIM, M, Carnes, Jaimee, Leigh, MILLER, ADAM, J.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.