Employer Retirement Investment Advisors, LLC (De Pere)
Employer Retirement Investment Advisors, LLC is a large advisory firm based in De Pere. It manages $541.92 million of regulatory assets for 1,469 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 44 other states.
Employer Retirement Investment Advisors provides selection of other advisers and named investment fiduciary for 401(k) plans. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Employer Retirement Investment Advisors: assets under management
The assets under management (AUM) of Employer Retirement Investment Advisors, LLC is $541.92 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3698% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in investment and business development companies the most. They account for 100% of the total AUM.Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Employer Retirement Investment Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Employer Retirement Investment Advisors serves?
The only and largest group of clients of Employer Retirement Investment Advisors is pension and profit sharing plans with 1,469 clients and $541.92 million of assets under management. Among the 10 most similar advisory firms, Employer Retirement Investment Advisors has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $541.92 million for 1,469 clients. None of the firm’s clients are foreign persons or businesses.
Employer Retirement Investment Advisors doesn't advise any private funds.
Careers at Employer Retirement Investment Advisors, LLC
The company employs 7 people that are either part- or full-time employees. 86 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Based in De Pere
The principal office where Employer Retirement Investment Advisors, LLC performs its advisory services is located at 1300 Enterprise Drive, De Pere, WI 54115, which is also the mailing address of the firm. An additional office of the firm is in Franklin, TN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 877-357-7031 EXT 3423 or by fax 920-337-9978. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at eriaservices.com.
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