← Back to searchVisit website
RANDOLPH ELDER, CFP
ELDER,RANDOLPH,ALAN
CRD 128903
6215 SOUTH WALNUT, SUITE F, LOOMIS, CA, 95650, United States
Phone
916-652-8555
Fax
916-652-4881
Registration
— (—)
Source
State registered
Total AUM
$18.0M
Discretionary AUM
$18.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Sole Proprietorship
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $5.0M |
| High net worth individuals | 8 | $12.9M |
All web addresses on file
Official SEC filing: View on IAPD