ELDERADO FINANCIAL, INC
CRD #112908 SEC #801-121234 MONTROSE, CO 970-249-9900
SEC Registered
Total AUM
$195M
Discretionary
$195M
Employees
5
Clients
101
Accounts
967
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $195M | $195M | $0 | 5 | 0 |
| Oct 2024 | $194.9M | $194.9M | $0 | 5 | 0 |
| Mar 2024 | $172.3M | $172.3M | $0 | 5 | 1 |
| Mar 2023 | $142M | $142M | $0 | 5 | 0 |
| Aug 2022 | $148M | $148M | $0 | 5 | 0 |
| Feb 2022 | $148M | $148M | $0 | 5 | 0 |
| Jul 2021 | $123.6M | $123.6M | $0 | 5 | 0 |
| Jun 2021 | $123.6M | $123.6M | $0 | 5 | 0 |
| Apr 2021 | $123.6M | $123.6M | $0 | 5 | 0 |
| Feb 2012 | $51.4M | $51.4M | $0 | 1 | 190 |
| Mar 2011 | $48.2M | $48.2M | $0 | 5 | -- |
| Jan 2011 | $48.2M | $48.2M | $0 | 5 | -- |
| Mar 2009 | $36M | $36M | $0 | 5 | -- |
| Jan 2007 | $29.4M | $0 | $29.4M | 5 | -- |
DateFeb 2025
Total AUM$195M
Discretionary$195M
Non-Disc.$0
Employees5
Clients0
DateOct 2024
Total AUM$194.9M
Discretionary$194.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$172.3M
Discretionary$172.3M
Non-Disc.$0
Employees5
Clients1
DateMar 2023
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees5
Clients0
DateAug 2022
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$148M
Discretionary$148M
Non-Disc.$0
Employees5
Clients0
DateJul 2021
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees5
Clients0
DateJun 2021
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees5
Clients0
DateApr 2021
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees5
Clients0
DateFeb 2012
Total AUM$51.4M
Discretionary$51.4M
Non-Disc.$0
Employees1
Clients190
DateMar 2011
Total AUM$48.2M
Discretionary$48.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$48.2M
Discretionary$48.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$29.4M
Discretionary$0
Non-Disc.$29.4M
Employees5
Clients--