A
CRD: 333610
Aerie Advisory Group LLC
GIG Harbor, WA, 98335
2538571616
$618.1M Total AUM
$289.8M Disc. AUM
-- 3Y CAGR
12 Employees
12 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-19-2024
- Office Locations
- 1
Office Locations
3025 Harborview Drive GIG Harbor WA
About Aerie Advisory Group LLC
Aerie Advisory Group LLC is a GIG Harbor-based RIA. The firm has been operating for 1 years. Managing $618.1M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$206.0M AVG AUM / ADVISOR
$51.5M AVG AUM / CLIENT
1.2 yrs AVG TENURE
12 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Foundation insight Wave Meridian Glacier vector Bridge
Investment Themes
Ridge vertex Crest matrix Foundation wave
Investment Vehicles
Atlas
Services
Focus Bridge peak Momentum focus Unison radial Unison fusion
Owner & Executives
ROMAN GUY BRENT
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #4532588
- Ownership
- Less than 5%
(428) 762-1574
capital.fusion@unisoncapital.com
in linkedin.com/in/atlas-vector
B
BRIAN ANDREW PIERSON
President
- CRD
- #4571557
- Ownership
- Less than 5%
(930) 544-9192
prime.horizon@insightcapital.com
in linkedin.com/in/radial-prime
F
Foundation meridian
Eagle meridian
- CRD
- #90631
- Ownership
- 39.4%
(255) 347-5449
delta.pioneer@glaciercapital.com
in linkedin.com/in/legacy-pioneer
Showing 2 of 3 owners & executives
Unlock allContacts
S
SAMANTHA L DEAN
--
- CRD
- #4240063
(820) 742-6757
ridge.ridge@oakcapital.com
in linkedin.com/in/alpha-harbor
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $289,834,017 | $36,229,252 |
| Non-Discretionary | $328,218,041 | $82,054,510 |
| Total | $618,052,058 | $51,504,338 |
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Separately Managed Accounts
Total SMA Asset: $618,052,058
Equity - Exchange:
18.0% Municipal Bonds:
25.7% Corporate - Investment Grade:
26.3% Cash:
30.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $478,888,449 | 18.0% |
| Municipal Bonds | $683,746,285 | 25.7% |
| Corporate - Investment Grade | $699,709,233 | 26.3% |
| Cash | $798,147,415 | 30.0% |
| Total | $2,660,491,382 | 100.0% |