Overview
Assets Under Management: $622 million
Headquarters: WAYZATA, MN
High-Net-Worth Clients: 221
Average Client Assets: $1.9 million
Frequently Asked Questions
NEW ERA FINANCIAL ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110603), NEW ERA FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
NEW ERA FINANCIAL ADVISORS, INC. is headquartered in WAYZATA, MN.
NEW ERA FINANCIAL ADVISORS, INC. serves 221 high-net-worth clients according to their SEC filing dated April 27, 2018. View client details ↓
According to their SEC Form ADV, NEW ERA FINANCIAL ADVISORS, INC. offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
NEW ERA FINANCIAL ADVISORS, INC. manages $622 million in client assets according to their SEC filing dated April 27, 2018.
According to their SEC Form ADV, NEW ERA FINANCIAL ADVISORS, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 221
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.50%
Average Client Assets: $1.9 million
Total Client Accounts: 1,674
Discretionary Accounts: 1,674
Regulatory Filings
CRD Number: 110603
Filing ID: 1209328
Last Filing Date: 2018-04-27 15:37:00