ALERE PLANNING LLC

110 West Road
Suite 200
Towson, Maryland 21204
Tel: 410-252-0088

About ALERE PLANNING LLC

ALERE PLANNING LLC, formally registered with the SEC as ALERE PLANNING LLC. The firm was established in 04/23/2021. They have over 3 offices throughout the country.

ALERE PLANNING LLC is a Towson, Maryland based Financial Planning firm with nearly $184,179,403 assets under management, offering retirement planning & investment advisory services to 468 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286121
SEC#	801-120912
Assets Managed by Firm	$184,179,403
No. of Clients	468
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	468	$184,179,403
Individuals (other than high net worth individuals)	136	$39,385,473
High net worth individuals	57	$143,495,971
Corporations or other businesses	4	$1,297,959

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BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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