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ELDERROCK FINANCIAL LLC
CRD 298350
1812 HEWITT AVE. STE 212, EVERETT, WA, 98201, United States
Phone
425-249-6193
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$32.6M
Discretionary AUM
$29.8M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $5.2M |
| High net worth individuals | 12 | $24.4M |
| Pension/profit sharing plans | 7 | $3.0M |
All web addresses on file
Official SEC filing: View on IAPD