$32.6M Total AUM
$29.8M Disc. AUM
-- 3Y CAGR
1 Employees
70 ADV. Clients
7 yrs Firm Age
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- Custodian
- Altruist ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Alpha eagle
- Established Date
- 09-12-2018
- Office Locations
- 1
Office Locations
1812 Hewitt Ave. STE 212 Everett WA
About Elderrock Financial LLC
Elderrock Financial is a fee-only RIA founded by industry veteran Sean George, providing financial planning and full-service portfolio management for individuals, families, and business owners through retirement and beyond. The firm emphasizes conflict-free advice (no fund-company incentives) and appears to run client portfolios primarily in ETFs, custodied via Altruist and Pershing.
Team overview
-- AVG AGE
$32.6M AVG AUM / ADVISOR
$465.3K AVG AUM / CLIENT
7.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
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Asset Classes
Focus Horizon
Client Personas
Vertex focus
Custodian
Catalyst oak
Investment Themes
Element ridge Matrix capital
Investment Vehicles
Element Vertex alpha
Services
Prime Meridian foundation Foundation element Oak catalyst Element Wave Element optima
Technology
Radial
Owner & Executives
S
SEAN RANDAL GEORGE
Founder, Managing Member
- CRD
- #6335785
- Ownership
- 75% or more
(804) 358-5283
ember.vertex@oakcapital.com
in linkedin.com/in/ridge-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,784,098 | -- |
| Non-Discretionary | $2,785,568 | -- |
| Total | $32,569,666 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,569,666
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,898,178,222 | 100.0% |
| Total | $5,898,178,222 | 100.0% |