NEW ERA FINANCIAL ADVISORS, INC
Legal name: NEW ERA FINANCIAL ADVISORS, INC.
CRD #110603 SEC #801-26809 WAYZATA, MN 952-473-1116
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
11
Clients
1
Accounts
2,540
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $964.4M | $964.4M | $0 | 11 | 0 |
| May 2022 | $1B | $1B | $0 | 11 | 0 |
| Dec 2021 | $851.2M | $851.2M | $0 | 10 | 0 |
| Apr 2021 | $851.2M | $851.2M | $0 | 10 | 0 |
| Jun 2020 | $732.8M | $732.8M | $0 | 10 | 0 |
| Apr 2020 | $732.8M | $732.8M | $0 | 10 | 0 |
| Dec 2019 | $614.6M | $614.6M | $0 | 10 | 1,077 |
| Apr 2019 | $614.6M | $614.6M | $0 | 10 | 1,077 |
| Apr 2018 | $621.9M | $621.9M | $0 | 10 | 0 |
| Apr 2017 | $514.4M | $514.4M | $0 | 10 | 900 |
| Dec 2016 | $430.6M | $430.6M | $0 | 10 | 800 |
| Apr 2016 | $430.6M | $430.6M | $0 | 10 | 800 |
| Nov 2015 | $452.3M | $452.3M | $0 | 10 | 700 |
| Apr 2015 | $452.3M | $452.3M | $0 | 10 | 700 |
| Apr 2014 | $392.7M | $392.7M | $0 | 9 | 600 |
| Nov 2013 | $358.3M | $358.3M | $0 | 9 | 600 |
| May 2013 | $358.3M | $358.3M | $0 | 9 | 600 |
| Mar 2013 | $358.3M | $358.3M | $0 | 9 | 600 |
| Mar 2013 | $290.6M | $290.6M | $0 | 9 | 700 |
| Dec 2012 | $290.6M | $290.6M | $0 | 9 | 700 |
| Mar 2012 | $290.6M | $290.6M | $0 | 6 | 700 |
| Jul 2011 | $294.1M | $294.1M | $0 | 10 | -- |
| Apr 2011 | $294.1M | $294.1M | $0 | 10 | -- |
| Mar 2011 | $244.7M | $244.7M | $0 | 10 | -- |
| Feb 2010 | $244.7M | $244.7M | $0 | 10 | -- |
| Feb 2007 | $264.5M | $264.5M | $0 | -- | -- |
| Sep 2005 | $175M | $175M | $0 | -- | -- |
| May 2005 | $175M | $175M | $0 | -- | -- |
| Apr 2004 | $160M | $160M | $0 | -- | -- |
| Apr 2002 | $107M | $107M | $0 | -- | -- |
| Aug 2001 | $91M | $91M | $0 | -- | -- |
DateMar 2023
Total AUM$964.4M
Discretionary$964.4M
Non-Disc.$0
Employees11
Clients0
DateMay 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees11
Clients0
DateDec 2021
Total AUM$851.2M
Discretionary$851.2M
Non-Disc.$0
Employees10
Clients0
DateApr 2021
Total AUM$851.2M
Discretionary$851.2M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$732.8M
Discretionary$732.8M
Non-Disc.$0
Employees10
Clients0
DateApr 2020
Total AUM$732.8M
Discretionary$732.8M
Non-Disc.$0
Employees10
Clients0
DateDec 2019
Total AUM$614.6M
Discretionary$614.6M
Non-Disc.$0
Employees10
Clients1,077
DateApr 2019
Total AUM$614.6M
Discretionary$614.6M
Non-Disc.$0
Employees10
Clients1,077
DateApr 2018
Total AUM$621.9M
Discretionary$621.9M
Non-Disc.$0
Employees10
Clients0
DateApr 2017
Total AUM$514.4M
Discretionary$514.4M
Non-Disc.$0
Employees10
Clients900
DateDec 2016
Total AUM$430.6M
Discretionary$430.6M
Non-Disc.$0
Employees10
Clients800
DateApr 2016
Total AUM$430.6M
Discretionary$430.6M
Non-Disc.$0
Employees10
Clients800
DateNov 2015
Total AUM$452.3M
Discretionary$452.3M
Non-Disc.$0
Employees10
Clients700
DateApr 2015
Total AUM$452.3M
Discretionary$452.3M
Non-Disc.$0
Employees10
Clients700
DateApr 2014
Total AUM$392.7M
Discretionary$392.7M
Non-Disc.$0
Employees9
Clients600
DateNov 2013
Total AUM$358.3M
Discretionary$358.3M
Non-Disc.$0
Employees9
Clients600
DateMay 2013
Total AUM$358.3M
Discretionary$358.3M
Non-Disc.$0
Employees9
Clients600
DateMar 2013
Total AUM$358.3M
Discretionary$358.3M
Non-Disc.$0
Employees9
Clients600
DateMar 2013
Total AUM$290.6M
Discretionary$290.6M
Non-Disc.$0
Employees9
Clients700
DateDec 2012
Total AUM$290.6M
Discretionary$290.6M
Non-Disc.$0
Employees9
Clients700
DateMar 2012
Total AUM$290.6M
Discretionary$290.6M
Non-Disc.$0
Employees6
Clients700
DateJul 2011
Total AUM$294.1M
Discretionary$294.1M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$294.1M
Discretionary$294.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$244.7M
Discretionary$244.7M
Non-Disc.$0
Employees10
Clients--
DateFeb 2010
Total AUM$244.7M
Discretionary$244.7M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$264.5M
Discretionary$264.5M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees--
Clients--
DateMay 2005
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees--
Clients--
DateApr 2004
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees--
Clients--
DateAug 2001
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees--
Clients--