ERA Financial Advisors
Firm details
- Headquarters
- Covina, California
- CRD number
- 334404
- Registered since
- December 23, 2025
- Fee structure
- Fixed Fees
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
ERA Financial Advisors is organized as a limited liability company that provides portfolio management services aimed at individuals and small businesses. The firm is listed with an SEC registration year of 2025 and is owned by a combination of a domestic entity and an individual. Its business model uses a fixed-fee pricing approach. The firm is not identified as an ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant or related adviser. FINTRX classifies the firm as unclassified and notes that it is not a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Alex Norcliffe
Co-Founder & CEOCRD 8120758
Contacts
1 of 1Lindsay Brady
CRD 8120757
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Covina, CA
Los Angeles
Location
Covina, CA
Headquartered in Covina, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 440 N Barranca Ave
- Time zone
- PT (UTC-8)
- Office locations
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