Ceera Investments, LLC
Ceera Investments, LLC (CRD# 135179) is a financial advisory firm headquartered in , . They manage $328,421,307 in 419 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Ceera Investments, LLC
By the Numbers
-
Total Assets Under Management328MILLION
-
Total Number of Accounts419ACCOUNTS
-
Average Account Value$783,822
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NJ, TX
Financial Advisors at Ceera Investments, LLC
1
Rajesh Chelapurath (CRD# 3114529) is an Investment Advisor Representative working at Ceera Investments, LLC in Bellaire, TX and has over 25 years of experience in the finance industry.
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