Alera Investment Advisors LLC
Legal Name: ALERA INVESTMENT ADVISORS, LLC
Full Contact Details
Alera Investment Advisors LLC
THREE PARKWAY NORTH, SUITE 500, DEERFIELD, IL
(847) 457-3000
(847) 457-3100
Other Info
Alera Investment Advisors LLC, a Delaware Limited Liability Company, is a professional advisory firm with 63 employees, 53 of whom work in advisory roles. While the number of clients served remains unknown, their most recent SEC status, approved on October 26, 2017, indicates they are registered and in good standing.
Disclosures - Wealth Services
Home About About Alera Wealth Services Team Careers About Alera Group Company Disclosures Resources News Insights Events Dashboard Partner With Us Search for: Contact Us Search for: Investment Management Overview Philosophy and Process Financial Planning Overview Financial Dashboard Retirement Plann…
GCG Financial
Home About About Us Team Careers Alera Group Benefit Advisors Network Our Community Events News Insights Quick Links Alera Group Alera Playbook AleraHR Dealers Program Search for: Contact Us Search for: Employee Benefits Overview Administration and Technology Benefits Benchmarking Survey Benefits Co…
Alera Group
Alera Group is an independent, national insurance and financial services firm created through the merger of like-minded, high-performing, entrepreneurial companies across the United States.Why work with Alera Group? Because we provide the best of both worlds – national scope combined with local se…
Direct Owners
-
ALERA GROUP, INC.
MANAGING MEMBER / PARENT COMPANY owns 75% or more
-
KRISTA LYN BOMMARITO
CHIEF COMPLIANCE OFFICER owns less than 5%
-
RICHARD SCOTT LEVITZ
CHIEF EXECUTIVE OFFICER owns less than 5%
-
ADAM R LEBER
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
-
GENSTAR CAPITAL PARTNERS VII, L.P.
INVESTOR owns more than 25% but less than 50%