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NEW ERA INVESTMENTS LLC
CRD 312703
28411 NORTHWESTERN HWY, SUITE 970, SOUTHFIELD, MI, 48034, United States
Phone
248-352-1951
Fax
248-352-1980
Registration
— (—)
Source
State registered
Total AUM
$29.4M
Discretionary AUM
$29.4M
Team
3 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees; SELECTION OF OTHER ADVISERS
Org form
Limited Liability Company
Filing date
2026-01-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 760 | $28.2M |
| High net worth individuals | 1 | $1.1M |
All web addresses on file
Official SEC filing: View on IAPD