Erisa Advisers, Inc.

Overview

Erisa Advisers, Inc. is a corporate, SEC-registered institutional registered investment adviser that lists its SEC registration as 2024. The firm serves both individual and family clients as well as institutional investors, and reports a mixed ownership structure involving a domestic entity and an individual. Its advisory offerings center on portfolio management for individuals and small businesses and include pension consulting services. Fee arrangements combine asset-based fees and fixed-fee contracts. The firm does not identify as an active ESG investor and operates as a single-state adviser rather than a multi-state platform. It is not positioned as a capital allocator.

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Investments & Alternatives