Be advised. This firm is no longer registered.

Erisa Fiduciary Advisors, Inc.

Erisa Fiduciary Advisors, Inc. (CRD# 137879) is a financial advisory firm headquartered in , . They manage $327,677,649 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    328
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $16,383,882
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, ND

Financial Advisors at Erisa Fiduciary Advisors, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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