ALERA RETIREMENT ADVISORS, LLC

1657 East Avenue
Suite 200
Rochester, New York 14610
Tel: (585) 434-0646

About ALERA RETIREMENT ADVISORS, LLC

ALERA RETIREMENT ADVISORS, LLC, formally registered with the SEC as ALERA RETIREMENT ADVISORS, LLC. The firm was established in 12/17/2010. They have over 3 offices throughout the country.

ALERA RETIREMENT ADVISORS, LLC is a Rochester, New York based Financial Planning firm with nearly $38,959,318 assets under management, offering retirement planning & investment advisory services to 89 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155738
SEC#	801-72033
Assets Managed by Firm	$38,959,318
No. of Clients	89
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	89	$38,959,318
High net worth individuals	60	$38,959,318

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GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
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BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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