RIA Intel›Advisers›Michigan›NEW ERA INVESTMENTS LLC

NEW ERA INVESTMENTS LLC

Advisory

SOUTHFIELD, MI

Data as of Jan 7, 2026 · Source: SEC Form ADV

Average account

$39K

across 761 accounts

AUM per adviser

$10M

3 advisers

Source: SEC Form ADV. Figures as filed Jan 7, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$29M

Discretionary AUM$29M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients761

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

761 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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RETIREMENT CAPITAL SERVICES LLC

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