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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Peak oakZenith insight +more
- Established Date
- 02-01-2021
- Office Locations
- 1
Office Locations
About NEW ERA Investments LLC
New Era Investments, LLC is a Southfield, MI-based RIA serving retail investors with financial planning and investment management, including portfolio construction, asset allocation, and risk management, plus insurance and estate planning support. Portfolios are primarily implemented with public funds and ETFs, with additional use of mutual funds, fixed income, and annuity solutions. Custodies with Charles Schwab.
Team overview
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Owner & Executives
RICO CAMERONE
Principal Member
- CRD
- #2576734
- Ownership
- 75% or more
ANN MARIE STACHECKI
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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LISA RENEE CAMERONE
--
- CRD
- #5858091
Rico Allen Camerone
--
- CRD
- #6610801
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,352,436 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,352,436 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,352,436
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $488,661,929 | 27.9% |
| Equity - Exchange | $674,318,433 | 38.5% |
| Cash | $588,496,087 | 33.6% |
| Total | $1,751,476,449 | 100.0% |