ERA PARTNERS LLC

600 Montgomery Street
19th Floor
San Francisco, California 94111
Tel: 415-463-3965

About ERA PARTNERS LLC

ERA PARTNERS LLC, formally registered with the SEC as ERA PARTNERS LLC. The firm was established in 11/16/2020. They have over 2 offices throughout the country.

ERA PARTNERS LLC is a San Francisco, California based Financial Planning firm with nearly $881,257,647 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 15 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307400
SEC#	801-119815
Assets Managed by Firm	$881,257,647
No. of Clients	7
No. of Advisors	15

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$881,257,647

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