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Building 2ALERA RETIREMENT ADVISORS, LLC

Map pinROCHESTER, NY
Phone(585) 434-0646
NotebookSEC #801-72033
Total AUM
$45.7M
Employees
5
Clients
81

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 PARKER HILL ROAD
SUITE 100
ROCHESTER
NY 14625
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(585) 434-0646
Other Offices
2

ReceiptFinancials

Total AUM
$45.7M
Accounts
81
Discretionary
$45.7M
Accounts
81
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
81
AUM
$45.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLILKSMAMDMONYOHORPAVAWI

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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