Unclaimed Profile

Mark Edward Holcomb

AERIE ADVISORY GROUP LLC·GIG HARBOR, Washington

Clean recordAERIE ADVISORY GROUP LLC

3025 HARBORVIEW DRIVE, GIG HARBOR, WA 98335CRD# 7998509Firm CRD# 333610

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Edward Holcomb · GIG HARBOR, WA

Registration

CRD #7998509 · AERIE ADVISORY GROUP LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

AERIE ADVISORY GROUP LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at AERIE ADVISORY GROUP LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7998509

Firm CRD# 333610

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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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