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Ern Financial, LLC

● SEC registered since 2018CRD 297717SEC# 801-113774Middleton, WI
Export (members)
Reg. AUM
$1.47B
Employees
14
Accounts
4,059
Location
Middleton, WI

Ern Financial, LLC assets under management

Ern Financial, LLC is an investment advisory firm registered with the SEC based in Middleton, WI. The firm has been registered since 2018. It reports $1.5 billion in regulatory assets under management and employs 14 people.

Ern Financial, LLC owners & executives

8 reported
NameTitleOwnershipSince
Eric David Raether ControlPresidentUnder 5%2018
Ern Michigan, Inc. ControlMember25-50%2018
Ern Wisconsin, Inc. ControlMember25-50%2018
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Frequently asked questions

How much does Ern Financial, LLC manage?

Ern Financial, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does Ern Financial, LLC have?

Ern Financial, LLC reports 14 employees.

Where is Ern Financial, LLC located?

Ern Financial, LLC is based in Middleton, WI and has been SEC-registered since 2018.

Does Ern Financial, LLC disclose fund performance?

Ern Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8215 Greenway Boulevard, Suite 540, Middleton, WI 53562
Phone608-662-9018
Fax608-646-7796
Office hours8:00- 4:30
SEC regionChicago Regional Office (CHRO)
CIK1768302
Discloses disciplinary historyNo

Assets under management

Discretionary$1.24B
Non-discretionary$233.7M
Total (RAUM)$1.47B