Eric Mathew Kaleta

25 Years of Experience

Broker

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningDivorce Planning

Lri Investments

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

422 clients

Average Client Portfolio

$3.3M average

Assets Under Management

$1.4B

Fee Structure

Minimum Investment:$250K

Location

29 South Main Street, Suite 311, West Hartford, CT, 06107

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Eric is a registered representative with M Holdings Securities - Lindberg & Ripple, acting as an advisor for retirement plans since May 2024. This activity is investment-related and takes nearly full-time hours.