ALERA INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- DEERFIELD, Illinois
- CRD number
- 287906
- Registered since
- October 26, 2017
- Website
- aleragroup.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans69.56%
- HNWI17.74%
- Individuals9.38%
- Charitable Organizations1.74%
- Corporations / Businesses1.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Alera Investment Advisors, LLC is an independent registered investment adviser that acts as both a portfolio manager and a capital allocator for individual, family and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and businesses, pension consulting and selection of outside managers, and runs educational seminars and workshops. Its fee arrangements include percentage-of-assets, hourly and fixed-fee engagements. Alera identifies as a pension consultant and explicitly offers services that place clients into third‑party managers when appropriate. The firm does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Exchange Traded Equities35%
- State & Local Bonds4%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Contacts
3 of 68ANDREW RINECK
Registered RepresentativeCRD 6317098
JENNIFER KIRBY
PrincipalCRD 1699098
LINDA SKOGLUND
Managing PartnerCRD 2085466
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 93Active vs passive
$830M in ETFs
89%
$742M
11%
$88M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR(R) PORTFOLIO S&P 500 ETF (SPLG) | State Street | Passive | Large Blend | $90M | 1,333,607 | 10.85% |
Location
DEERFIELD, IL
LAKE
Location
DEERFIELD, IL
Headquartered in DEERFIELD, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- LAKE
- Address
- 3 Parkway
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
NADLER FINANCIAL GROUP, INC.
RIADEERFIELD, IL
PARKSIDE INVESTMENTS, LLC
RIADEERFIELD, IL
ROBERTS, GLORE & CO.
RIADEERFIELD, IL
CAPITAL RESOURCE MANAGEMENT,INC.
RIADEERFIELD, IL
E. A. HORWITZ LLC
RIADEERFIELD, IL
PICKWICK WEALTH MANAGEMENT
RIADEERFIELD, IL