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ELDERADO FINANCIAL, INC
CRD 112908 · SEC 801-121234
1030 S. TOWNSEND AVE, SUITE A, MONTROSE, CO, 81401, United States
Phone
970-249-9900
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$237.2M
Discretionary AUM
$237.2M
Team
5 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 351 | $117.1M |
| High net worth individuals | 62 | $120.2M |
States served
AZ, CA, CO, GA, IL, IA, OR, TX
All web addresses on file
Official SEC filing: View on IAPD