Overview
Assets Under Management: $237 million
Headquarters: MONTROSE, CO
High-Net-Worth Clients: 62
Average Client Assets: $2 million
Frequently Asked Questions
ELDERADO FINANCIAL, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112908), ELDERADO FINANCIAL, INC is subject to fiduciary duty under federal law.
ELDERADO FINANCIAL, INC is headquartered in MONTROSE, CO.
ELDERADO FINANCIAL, INC serves 62 high-net-worth clients according to their SEC filing dated February 09, 2026. View client details ↓
According to their SEC Form ADV, ELDERADO FINANCIAL, INC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
ELDERADO FINANCIAL, INC manages $237 million in client assets according to their SEC filing dated February 09, 2026.
According to their SEC Form ADV, ELDERADO FINANCIAL, INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.65
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,071
Discretionary Accounts: 1,071
Regulatory Filings
CRD Number: 112908
Filing ID: 2050541
Last Filing Date: 2026-02-09 10:45:10