The Waterford Group, LLC

EST. AUM
$45,726,150

CONTACTS
6

CLIENT ACCOUNTS
81

Firm Details

Metro area Rochester
CRD Number 155738
Website waterfordgroupny.com
Client types

Overview

Alera Retirement Advisors, LLC is an SEC-registered investment adviser providing discretionary investment advisory and retirement consulting services. The firm primarily serves high-net-worth individuals and retirement plan clients through customized portfolio management, investment oversight, and fiduciary advisory solutions designed to align with client objectives and regulatory requirements.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

The Waterford Group, LLC

Platform Details

Investment Preferences

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Address

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