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ALERA INVESTMENT ADVISORS, LLC
Tel: (847) 457-3000
Three Parkway North Suite 500
Deerfield, Illinois 60015-2567
ALERA INVESTMENT ADVISORS, LLC
ALERA INVESTMENT ADVISORS, LLC is a Deerfield, Illinois based financial advisory firm with nearly $2,732,341,341 in assets under management and provides investment advisory services for 3323 clients. There are currently 64 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
287906
SEC#:
801-111892
No. of Clients:
3323
Assets under Management
$2,732,341,341
No. of Advisors:
64
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