ELDERADO FINANCIAL, INC

1030 S. Townsend Ave
Suite A
Montrose, Colorado 81401
Tel: 970-249-9900

About ELDERADO FINANCIAL, INC

ELDERADO FINANCIAL, INC, formally registered with the SEC as ELDERADO FINANCIAL, INC. The firm was established in 05/17/2021. They have over 1 offices throughout the country.

ELDERADO FINANCIAL, INC is a Montrose, Colorado based Financial Planning firm with nearly $194,978,483 assets under management, offering retirement planning & investment advisory services to 967 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112908
SEC#	801-121234
Assets Managed by Firm	$194,978,483
No. of Clients	967
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	967	$194,978,483
Individuals (other than high net worth individuals)	337	$96,266,109
High net worth individuals	60	$98,712,374

More Retirement Planning firms in Montrose, Colorado:

Firm Name	Assets Under Management	Total Clients	Total Advisors
JANUS HENDERSON INVESTORS 151 Detroit Street Denver, CO, 80206	$239,345,489,058	6602	978
EMPOWER ADVISORY GROUP, LLC 8515 East Orchard Rd 4t2 Greenwood Village, CO, 80111	$134,279,160,181	188739	766
PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305

Explore More Retirement Advisors in Montrose, Colorado

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.