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Financial Advisor
Illinois
Deerfield
ALERA INVESTMENT ADVISORS, LLC

ALERA INVESTMENT ADVISORS, LLC

Tel: (847) 457-3000 Three Parkway North Suite 500 Deerfield, Illinois 60015-2567

About 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
Firm CRD#:

287906

Firm SEC#:

801-111892

Assets Under Management:

$2,732,341,341

No. of Clients:

3323

No. of Advisors:

64

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

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