Alere Planning LLC

Alere Planning LLC (CRD# 286121) is a financial advisory firm headquartered in Towson, MD. They manage $148,992,741 in 422 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
110 West Road, Suite 200, Towson, MD 21204
http://www.alereplanning.com/
By the Numbers
  • Total Assets Under Management
    149
    MILLION
  • Total Number of Accounts
    422
    ACCOUNTS
  • Average Account Value
    $353,063
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, MD, PA, SC, TX

Financial Advisors at Alere Planning LLC
Showing 1 - 2 of 2 top financial advisors.
1
Anthony Assadi, financial advisor Towson MD
Anthony M. Assadi
CRD#: 4834324
110 West Road, Suite 200, Towson, MD 21204

Anthony Assadi (CRD# 4834324) is an Investment Advisor Representative working at Alere Planning LLC in Towson, MD and has over 12 years of experience in the finance industry.

2
William Weglein, financial advisor Towson MD
William J. Weglein
CRD#: 4675284
110 West Road, Suite 200, Towson, MD 21204

William Weglein (CRD# 4675284) is an Investment Advisor Representative working at Alere Planning LLC in Towson, MD and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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