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NEW ERA ADVISORY

NEW ERA ADVISORY, LLC

CRD 319711

Visit website

5950 HAZELTINE NATIONAL DRIVE,, SUITE 615, ORLANDO, FL, 32822, United States

Phone

407-440-4306

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$17.6M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 8 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals40$12.8M
High net worth individuals4$4.9M

All web addresses on file

Official SEC filing: View on IAPD