ALERE PLANNING LLC of TOWSON, MD is an SEC-registered investment adviser (CRD 286121). Regulatory assets under management: $208.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| William James Weglein | MANAGING MEMBER/CCO | — |
| WEGLEIN WILLIAM JAMES | MANAGING MEMBER/CCO | — |
| City | State | Employees | Phone |
|---|---|---|---|
| PLANO | TX | 1 | 410-252-0088 |
| TIMONIUM | MD | 1 | 410-252-0088 |
| PLANO | TX | 1 | 410-252-0088 |
| TIMONIUM | MD | 1 | 410-252-0088 |