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Mark Edward Holcomb

AERIE ADVISORY GROUP LLC·GIG HARBOR, Washington
Unclaimed Profile
3025 HARBORVIEW DRIVE, GIG HARBOR, WA 98335CRD# 7998509Firm CRD# 333610
01

About

Mark Edward Holcomb is a registered financial advisor based in GIG HARBOR, Washington, affiliated with AERIE ADVISORY GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
AERIE ADVISORY GROUP LLC
AERIE ADVISORY GROUP LLC
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at AERIE ADVISORY GROUP LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7998509
Firm CRD# 333610
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Edward Holcomb offer?
Mark Edward Holcomb specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GIG HARBOR, Washington for a consultation.
What are Mark Edward Holcomb's credentials?
Mark Edward Holcomb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Edward Holcomb located?
Mark Edward Holcomb is based in GIG HARBOR, Washington, working with AERIE ADVISORY GROUP LLC. Their office serves clients in the GIG HARBOR metropolitan area and surrounding communities.
How does Mark Edward Holcomb charge for services?
Mark Edward Holcomb's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AERIE ADVISORY GROUP LLC?
AERIE ADVISORY GROUP LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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Research
Advisor Fees in WashingtonNational Fee Analysis
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