Overview
Assets Under Management: $4.9 billion
Headquarters: VIRGINIA BEACH, VA
High-Net-Worth Clients: 4
Average Client Assets: $186 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.12
Average High-Net-Worth Client Assets: $186 million
Total Client Accounts: 7,304
Discretionary Accounts: 7,138
Non-Discretionary Accounts: 166
Regulatory Filings
CRD Number: 314424
Filing ID: 2009254
Last Filing Date: 2025-08-18 12:28:00
Website: https://aleragroup.com