Elderado Financial, Inc.

Elderado Financial, Inc. (CRD# 112908) is a financial advisory firm headquartered in Montrose, CO. They manage $71,155,610 in 524 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    524
    ACCOUNTS
  • Average Account Value
    $135,793
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Elderado Financial, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Adam J. Miller
CRD#: 5317765
1100 S. Townsend Ave, Montrose, CO 81401
96
Wealthminder
score

Adam Miller (CRD# 5317765) is an Investment Advisor Representative working at Elderado Financial, Inc. in Montrose, CO and has over 9 years of experience in the finance industry. Adam Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jim M. Elder
CRD#: 2417388
1100 S. Townsend Ave, Montrose, CO 81401
93
Wealthminder
score

Jim Elder (CRD# 2417388) is an Investment Advisor Representative working at Elderado Financial, Inc. in Montrose, CO and has over 21 years of experience in the finance industry.

3
Janet K. Elder
CRD#: 4429456
1100 S. Townsend Ave, Montrose, CO 81401
87
Wealthminder
score

Janet Elder (CRD# 4429456) is an Investment Advisor Representative working at Elderado Financial, Inc. in Montrose, CO and has 1 year of experience in the finance industry.

4
Lisa M. Isaacson
CRD#: 6529149
1100 S. Townsend Ave, Montrose, CO 81401
87
Wealthminder
score

Lisa Isaacson (CRD# 6529149) is an Investment Advisor Representative working at Elderado Financial, Inc. in Montrose, CO and has 1 year of experience in the finance industry.

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