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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Alera Retirement Advisors LLC
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|---|---|
| CRD # | 155738 |
| SEC # | 801-72033 |
| CIK # | |
| AUM | $45.7 M (2025-03-31) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 585-434-0646 |
| Address | 800 Parker Hill Road Rochester, NY 14625 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 81 | 45.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 81 | 45.7 |
| By Discretionary | ||
| Discretionary | 81 | 45.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 81 | 45.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 45.7 | |
| Total | 81 | 45.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
St James Investment Advisors LLC
✚
|
NY | 0.0 |
|
Aria Wealth Partners LLC
✚
|
VA | 0.0 |
|
Capital Area Planning Group LLC
✚
|
DC | 0.0 |
|
Azura Partners US LLC
✚
|
NY | 0.0 |
|
Ancora West Advisors LLC
✚
|
NV | 0.0 |
|
Great Point Advisors LLC
✚
|
IL | 0.0 |
|
Romen Capital Management LLC
✚
|
0.0 | |
|
Barzideh & Nadeau Wealth Management LLC
✚
|
IL | 0.0 |
|
KPC Terrapin Group LLC
✚
|
NY | 0.0 |
|
Tanaka Capital Management Inc
✚
|
NY | 0.0 |