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AERIE ADVISORY GROUP LLC
AERIE ADVISORY GROUP LLC
GIG HARBOR, Washington
·
2 registered advisors
·
CRD# 333610
SEC# 801-131472
1
(253) 209-7425
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at AERIE ADVISORY GROUP LLC
2 registered advisors
Brian Andrew Pierson
GIG HARBOR, Washington
CFP
CRD# 4571557
Roman Guy Brent
GIG HARBOR, Washington
CRD# 4532588
05
Office Locations
GIG HARBOR, Washington
2 advisors
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Data sourced from SEC Form ADV filings. AERIE ADVISORY GROUP LLC (CRD# 333610) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.