Alera Investment Advisors LLC
Nom légal: ALERA INVESTMENT ADVISORS, LLC
Coordonnées complètes
Alera Investment Advisors LLC
THREE PARKWAY NORTH, SUITE 500, DEERFIELD, IL
(847) 457-3000
(847) 457-3100
Autre info
Alera Investment Advisors LLC, une société à responsabilité limitée de Delaware, est une entreprise de conseil professionnelle comptant 63 employés, dont 53 travaillent dans des postes de conseil. Bien que le nombre de clients servis soit inconnu, leur statut SEC le plus récent, approuvé le 26 octobre 2017, indique qu'ils sont enregistrés et en règle.
Disclosures - Wealth Services
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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…
Propriétaires directs
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ALERA GROUP, INC.
MANAGING MEMBER / PARENT COMPANY possède 75% ou plus
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KRISTA LYN BOMMARITO
CHIEF COMPLIANCE OFFICER possède Moins de 5%
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RICHARD SCOTT LEVITZ
CHIEF EXECUTIVE OFFICER possède Moins de 5%
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ADAM R LEBER
CHIEF COMPLIANCE OFFICER possède Moins de 5%
Propriétaires indirects
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GENSTAR CAPITAL PARTNERS VII, L.P.
INVESTOR possède plus de 25% mais moins de 50%