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ALERE PLANNING LLC
CRD 286121 · SEC 801-120912
LA, United States
Phone
410-252-0088
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$208.0M
Discretionary AUM
$207.8M
Team
3 total employees; 2 advisory reps; 6 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 131 | $43.1M |
| High net worth individuals | 64 | $161.4M |
| Pension/profit sharing plans | 1 | $1.1M |
| Corporations/business entities | 5 | $2.4M |
States served
LA, MD, PA, SC, TX
All web addresses on file
Official SEC filing: View on IAPD