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Jim M Elder

ELDERADO FINANCIAL, INC·MONTROSE, Colorado
Unclaimed Profile
1030 S. TOWNSEND AVE, MONTROSE, CO 81401CRD# 2417388Firm CRD# 112908
01

About

Jim M Elder is a registered financial advisor based in MONTROSE, Colorado, affiliated with ELDERADO FINANCIAL, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ELDERADO FINANCIAL, INC
ELDERADO FINANCIAL, INC
AUM
$195M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ELDERADO FINANCIAL, INC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2417388
Firm CRD# 112908
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jim M Elder offer?
Jim M Elder specializes in Financial Planning, Investment Management. Contact their office in MONTROSE, Colorado for a consultation.
What are Jim M Elder's credentials?
Jim M Elder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jim M Elder located?
Jim M Elder is based in MONTROSE, Colorado, working with ELDERADO FINANCIAL, INC. Their office serves clients in the MONTROSE metropolitan area and surrounding communities.
How does Jim M Elder charge for services?
Jim M Elder's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELDERADO FINANCIAL, INC?
ELDERADO FINANCIAL, INC has approximately 5 employees and manages $195M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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