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ERA PARTNERS LLC
ERA PARTNERS LLC
SAN FRANCISCO, California
·
5 registered advisors
·
CRD# 307400
SEC# 801-119815
1
415-463-3965
01
Firm Overview
AUM
$881M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at ERA PARTNERS LLC
5 registered advisors
Alicia L Lobo
SAN FRANCISCO, California
CRD# 5190394
Dean Lawrence Shin
SAN FRANCISCO, California
CRD# 2773361
Edmond Ging Leon Leung
SAN FRANCISCO, California
CRD# 4571185
Matthew Paul Carbone
SAN FRANCISCO, California
CRD# 1859641
Ryan Michael Barnes
SAN FRANCISCO, California
CRD# 2938094
05
Office Locations
SAN FRANCISCO, California
5 advisors
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Data sourced from SEC Form ADV filings. ERA PARTNERS LLC (CRD# 307400) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.