NEW ERA FINANCIAL ADVISORS, INC

NEW ERA FINANCIAL ADVISORS, INC of WAYZATA, MN is an SEC-registered investment adviser (CRD 110603). Regulatory assets under management: $964.4M.

Registration

• CRD: 110603
• SEC file number: 801-26809
• Type: Registered investment adviser
• Location: 801 TWELVE OAKS CENTER DRIVE, SUITE 826, WAYZATA, MN, 55391
• Phone: 952-473-1116
• Latest filing: 2023-03-09
• Regulatory AUM: $964.4M
• Discretionary AUM: $964.4M
• Clients: 11
• Accounts: 2,762

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 110603 on SEC IAPD (source of record)
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