ERISA FIDUCIARY ADVISORS, INC.

ERISA FIDUCIARY ADVISORS, INC. is an SEC-registered investment adviser (CRD 137879). Regulatory assets under management: $327.7M.

Registration

• CRD: 137879
• SEC file number: 801-64931
• Type: Registered investment adviser
• Phone: 954-385-5331
• Latest filing: 2016-03-29
• Regulatory AUM: $327.7M
• Discretionary AUM: $308.3M
• Non-discretionary AUM: $19.3M
• Clients: 2
• Accounts: 20

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 137879 on SEC IAPD (source of record)
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