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CEERA INVESTMENTS, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$392.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 392.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 135179 |
| SEC Number | 801-120765 |
| Phone | 713-364 6770 |
| Fax | 713-355-7523 |
| Total Employees | 5 |
Client Count by Type (187 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 96 |
| Individuals (other than H… | 57 |
| Pension/Profit Sharing Pl… | 18 |
| Corporations/Businesses | 14 |
| Charitable Organizations | 2 |
County data not available for this organization.