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Building 2ELDERADO FINANCIAL, INC

Map pinMONTROSE, CO
Phone970-249-9900
NotebookSEC #801-121234
Total AUM
$237.2M
Employees
5
Clients
413

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1030 S. TOWNSEND AVE
SUITE A
MONTROSE
CO 81401
United States
Operating Hours
9-4:30
Monday - Friday
Phone
970-249-9900

ReceiptFinancials

Total AUM
$237.2M
Accounts
1,071
Discretionary
$237.2M
Accounts
1,071
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
351
AUM
$117.1M
HNW Individual Clients
62
AUM
$120.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOGAIAILORTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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