Elderrock Financial LLC
Elderrock Financial LLC (CRD# 298350) is a financial advisory firm headquartered in Everett, WA. They manage $22,575,758 in 69 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Elderrock Financial LLC
By the Numbers
-
Total Assets Under Management23MILLION
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Total Number of Accounts69ACCOUNTS
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Average Account Value$327,185
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, WA
Financial Advisors at Elderrock Financial LLC
1
Sean George (CRD# 6335785) is an Investment Advisor Representative working at Elderrock Financial LLC in Everett, WA and has over 9 years of experience in the finance industry.
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