Updated:
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...
Overview
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 16 employees and 3 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Gig Harbor
Corporate office
New York, NY, United States
Frequently asked questions
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.
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 Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: