Overview
Assets Under Management: $742 million
Headquarters: GIG HARBOR, WA
High-Net-Worth Clients: 8
Average Client Assets: $80 million
Frequently Asked Questions
AERIE ADVISORY GROUP LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #333610), AERIE ADVISORY GROUP LLC is subject to fiduciary duty under federal law.
AERIE ADVISORY GROUP LLC is headquartered in GIG HARBOR, WA.
AERIE ADVISORY GROUP LLC serves 8 high-net-worth clients according to their SEC filing dated February 20, 2026. View client details ↓
According to their SEC Form ADV, AERIE ADVISORY GROUP LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
AERIE ADVISORY GROUP LLC manages $742 million in client assets according to their SEC filing dated February 20, 2026.
According to their SEC Form ADV, AERIE ADVISORY GROUP LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.98
Average High-Net-Worth Client Assets: $80 million
Total Client Accounts: 11
Discretionary Accounts: 7
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 333610
Filing ID: 2057694
Last Filing Date: 2026-02-20 14:21:06