Brentford
Price

Alera Investment Advisors, LLC

CRD#2895453
Investment Advisor
in Tacoma, WA

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About this Advisor

Brentford Price is a financial advisor based in Tacoma, Washington, working with Alera Investment Advisors, LLC. Brentford has previously held positions at Kms Financial Services, Inc, Albers & Company, Inc, Wilson & Albers Company, LLC, Triad Advisors, and Alera Investment Advisors, LLC. Brentford has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Brentford is part of Alera Investment Advisors, LLC, which operates out of Tacoma, Washington. The firm has 10 offices and 64 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Alera Investment Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4733 Tacoma Mall Blvd #200
Tacoma, WA 98409

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Alera Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$2,732,341,341

WA Average: $6,674,516,078
Total Number of Employees

64

WA Average: 44
Total Number of Accounts

3,323

WA Average: 2,564
Average Account Size

$822,251

WA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Brentford Price Work History

2018 - Present (6 years)

Triad Advisors

2018 - Present (6 years)

Alera Investment Advisors, LLC

2015 - Present (9 years)

Wilson & Albers Company, LLC

2003 - 2018 (15 years)

Kms Financial Services, Inc

2002 - 2015 (13 years)

Albers & Company, Inc

Disclosures

Please visit the SEC profile of Brentford Price to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alera Investment Advisors, LLC

Dalila Toledo
St. Petersburg, FL
Michael Marino
Deerfield, IL
Colin Ragsdale
Virginia Beach, VA
Akeem Davis
Tacoma, WA
Edward Haibt
Englewood, CO
Ethan Rosenbloom
Deerfield, IL
Kimberly Petricca
Deerfield, IL
Rebecca Noordhoek
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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