Asset ManagerRIA · CRD 333610SEC-Registered

Updated:

Aerie Advisory Group

Aerie Advisory Group LLC is a New York-registered entity with no public investment track record or disclosed principals.

Aerie Advisory Group

AERIE ADVISORY GROUP LLC is an SEC-registered investment adviser in GIG HARBOR, WA, registered since 2024. The firm manages $618 million in assets, $290 million on a discretionary basis. It has 12 employees and 3 investment advisers.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Gig Harbor

Corporate office

New York, NY, United States

Frequently asked questions

Is Aerie Advisory Group LLC an active investment manager?

There is no public evidence that Aerie Advisory Group LLC is currently active as an investment manager. The entity appears in New York state corporate records but has no website, no regulatory filings such as a Form ADV, and no disclosed investment track record or client base in the public domain.

Who runs Aerie Advisory Group LLC?

No principals, managing members, or investment decision-makers are publicly named in connection with Aerie Advisory Group LLC. The founding individuals and current leadership, if any, remain undisclosed.

What is the investment strategy of Aerie Advisory Group LLC?

No investment strategy has been publicly disclosed. Without a website, fund documents, or regulatory filing describing asset allocation, sector focus, or geographic mandate, the firm's strategy is not observable.

Does Aerie Advisory Group LLC manage outside capital?

There is no public record of Aerie Advisory Group LLC managing outside client capital. No Form ADV, private placement memoranda, or investor letters are available to confirm an external capital base.

How is Aerie Advisory Group LLC structured?

The entity is structured as a domestic limited liability company registered in New York. Without further public disclosure, details of its operating agreement, management structure, and any family-office or advisory orientation remain unknown.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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