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Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

Fund Assets in Fund
Oakmark Equity and Income Fund $1M-$10M
First Eagle Global Fund $1M-$10M
Golden Rainbow Fund $1M-$10M

    Firm Client types

    Qualifications

    Experience

    No timeline events available.
    Employer Years Dates
    Perspective Financial,LLC 7 months, 3 weeks Jul 2018 - Present
    Elderado Financial 11 years, 11 months Mar 2007 - Present

    Designations & Memberships

    Membership information not available

    Articles and Answers

    Insights by Adam Miller

    There are no insights for this advisor to display at this time.

    Answers

    Ask a financial questionAsk a question
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    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jul 19, 2018
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Elderado Financial, Inc

    Last updated on March 21, 2017
      • $76.1M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 557
        Accounts
      • $136.6K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees