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Building 2ALERE PLANNING LLC

Map pin
Phone410-252-0088
NotebookSEC #801-120912
Total AUM
$208M
Employees
3
Clients
201

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
410-252-0088
Other Offices
2

ReceiptFinancials

Total AUM
$208M
Accounts
513
Discretionary
$207.8M
Accounts
512
Non-Discretionary
$253.5K
Accounts
1

ContactClients

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Individual Clients
131
AUM
$43.1M
HNW Individual Clients
64
AUM
$161.4M
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M
Corporation or Business Clients
5
AUM
$2.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMDPASCTX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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