ALERA INVESTMENT ADVISORS, LLC

DEERFIELD, Illinois·8 registered advisors·CRD# 287906
SEC# 801-11189213(847) 457-3000
01

Firm Overview

AUM
$2.7B
Regulatory assets under management
Employees
64
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ALERA INVESTMENT ADVISORS, LLC

8 registered advisors
Adam R Leber
DEERFIELD, Illinois
Christian Mango
DEERFIELD, Illinois
Jennifer Ann Bures
DEERFIELD, Illinois
Krista Lyn Bommarito
DEERFIELD, Illinois
Lyndsay Rachel Kim
DEERFIELD, Illinois
Michael John Moss
DEERFIELD, Illinois
Richard Scott Levitz
DEERFIELD, Illinois
Tina Marie Hohman
DEERFIELD, Illinois
05

Office Locations

DEERFIELD, Illinois
8 advisors

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Data sourced from SEC Form ADV filings. ALERA INVESTMENT ADVISORS, LLC (CRD# 287906) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.