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ALERE PLANNING LLC
Tel: 410-252-0088
110 West Road Suite 200
Towson, Maryland 21204
ALERE PLANNING LLC
ALERE PLANNING LLC is a Towson, Maryland based financial advisory firm with nearly $184,179,403 in assets under management and provides investment advisory services for 468 clients. There are currently 3 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
286121
SEC#:
801-120912
No. of Clients:
468
Assets under Management
$184,179,403
No. of Advisors:
3
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