Alera Investment Advisors, LLC
Alera Investment Advisors, LLC (CRD# 287906) is a financial advisory firm headquartered in Deerfield, IL. They manage $2,732,341,341 in 3,323 accounts and serve the financial needs of clients across 38 states (or territories).
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Total Assets Under Management2,732MILLION
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Total Number of Accounts3,323ACCOUNTS
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Average Account Value$822,251
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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Michael Resnick (CRD# 2337325) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Deerfield, IL and has over 12 years of experience in the finance industry.
Brent Rosen (CRD# 4850764) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Deerfield, IL and has over 19 years of experience in the finance industry.
Eric Rosenbloom (CRD# 4594491) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Deerfield, IL and has over 21 years of experience in the finance industry.
Ethan Rosenbloom (CRD# 6204115) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Deerfield, IL and has over 6 years of experience in the finance industry.
Bradley Shaps (CRD# 4742596) is an Investment Advisor Representative working at Alera Investment Advisors, LLC in Deerfield, IL and has over 20 years of experience in the finance industry.