1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2AERIE ADVISORY GROUP LLC

Map pinGIG HARBOR, WA
Phone(253) 857-1616
NotebookSEC #801-131472
Total AUM
$618.1M
Employees
12
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3025 HARBORVIEW DRIVE
GIG HARBOR
WA 98335
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(253) 857-1616
Other Offices
1

ReceiptFinancials

Total AUM
$618.1M
Accounts
12
Discretionary
$289.8M
Accounts
8
Non-Discretionary
$328.2M
Accounts
4

ContactClients

View more in analytics →

HNW Individual Clients
9
AUM
$528.1M
Charitable Organization Clients
3
AUM
$89.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account