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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Vertex peakSummit +more
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
About Elderado Financial, INC
ElderAdo Financial is a Montrose, CO-based, fee-only fiduciary wealth management firm providing comprehensive financial planning and ongoing investment management. The team serves local families as well as entrepreneurs, professionals, investors and retirees, with emphasis on retirement readiness and legacy goals. They use customized, non-proprietary solutions, custody with firms such as Schwab, and regularly host economic and market update seminars for clients.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Jaimee Leigh Carnes
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #6205351
- Ownership
- 75% or more
JIM M ELDER
Financial Planner, TREASURER
- CRD
- #2417388
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DANIEL B CARNES
Financial Advisor, General Partner
- CRD
- #6921500
JANET K ELDER
Senior Advisor
- CRD
- #4429456
Vital beacon
Catalyst vital frontier
- CRD
- #37627
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $237,228,760 | $221,502 |
| Non-Discretionary | $0 | -- |
| Total | $237,228,760 | $221,502 |
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Separately Managed Accounts
Total SMA Asset: $237,228,760
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $989,788,310 | 37.6% |
| Equity - Exchange | $1,160,895,331 | 44.1% |
| Cash | $481,732,076 | 18.3% |
| Total | $2,632,415,717 | 100.0% |