$17.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Summit capitalUnison
- Established Date
- 10-28-2022
- Office Locations
- 1
Office Locations
5950 Hazeltine National Drive, Suite 615 Orlando FL
About NEW ERA Advisory
New Era Advisory is a fee-only, fiduciary financial planning and wealth management firm based in Orlando serving individuals who want a comprehensive plan rather than product sales. The firm supports do-it-yourself investors as well as ongoing portfolio management, emphasizing asset allocation and portfolio construction with mutual funds and ETFs. Affiliated with NAPFA and XYPN.
Team overview
-- AVG AGE
$17.6M AVG AUM / ADVISOR
$339.2K AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Fusion summit North
Custodian
Ember Radial timber Glacier peak Ember Element Value bridge
Investment Themes
Eagle north Alpha Ridge frontier
Investment Vehicles
Horizon
Services
Foundation timber Pioneer oak Peak legacy Ridge meridian Frontier Wave focus
Technology
Bridge north Ridge atlas
Owner & Executives
MARIA GORETTI GARCIA
Chief Compliance Officer, Founder, President
- CRD
- #6897990
- Ownership
- 75% or more
(565) 367-8415
radial.catalyst@focuscapital.com
in linkedin.com/in/alpha-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $17,636,871 | -- |
| Total | $17,636,871 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,636,871
Public Funds:
23.3% Equity - Exchange:
19.8% Cash:
30.4% U.S. Government/Agency:
26.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,894,735,847 | 23.3% |
| Equity - Exchange | $1,610,118,874 | 19.8% |
| Cash | $2,472,101,706 | 30.4% |
| U.S. Government/Agency | $2,154,957,079 | 26.5% |
| Total | $8,131,913,506 | 100.0% |