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Building 2ALERA INVESTMENT ADVISORS, LLC

Map pinDEERFIELD, IL
Phone(847) 457-3000
NotebookSEC #801-111892
Total AUM
$5.3B
Employees
107
Clients
2,466

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
THREE PARKWAY NORTH
SUITE 500
DEERFIELD
IL 60015-2567
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(847) 457-3000
Other Offices
27

ReceiptFinancials

Total AUM
$5.3B
Accounts
4,077
Discretionary
$5.3B
Accounts
4,077
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,682
AUM
$495.7M
HNW Individual Clients
352
AUM
$937.9M
Pension/Profit Sharing Plan Clients
414
AUM
$3.7B
Charitable Organization Clients
5
AUM
$92.1M
Corporation or Business Clients
13
AUM
$83.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMIMNMONCNENHNJNMNVNYOHORPARISCTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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