| Name | Title | Ownership | Since |
|---|---|---|---|
| Alera Group, Inc. Control | Managing Member/Parent Company | Over 75% | 2021 |
| Brian Patrick Costello Control | Managing Member | Under 5% | 2021 |
| Christian Mango Control | President Of Retirement Plan Services | Under 5% | 2025 |
Alera Retirement Advisors, LLC reports $45.7 million in regulatory assets under management on its Form ADV.
Alera Retirement Advisors, LLC reports 5 employees.
Alera Retirement Advisors, LLC is based in Rochester, NY.
Alera Retirement Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 800 Parker Hill Road, Suite 100, Rochester, NY 14625 |
| Office hours | 9:00a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
| Discretionary | $45.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $45.7M |