ALERA RETIREMENT ADVISORS, LLC
Tel: (585) 434-0646 1657 East Avenue Suite 200 Rochester, New York 14610
About ALERA RETIREMENT ADVISORS, LLC
ALERA RETIREMENT ADVISORS, LLC is a Rochester, New York based financial advisory firm with nearly $38,959,318 in assets under management and provides investment advisory services for 89 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
155738
Firm SEC#:
801-72033
Assets Under Management:
$38,959,318
No. of Clients:
89
Advisory Services Provided:
Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients
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