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- Custodian
- Altruist · SEI · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-16-1994
- Office Locations
- 3
Office Locations
About Shrier Associates, LLC
Shrier Associates LLC is a wealth management and retirement-focused advisory firm serving entrepreneurs/executives, peak-career professionals, pre-retirees/retirees, and high-net-worth individuals. The team emphasizes portfolio construction and risk management alongside estate strategy and ongoing planning. Led by founder Richard M. Shrier (40+ years in the industry), the firm works with custodians including Altruist and SEI.
Team overview
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Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD MARC SHRIER MR.
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #721915
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Isaac Christopher Pino
Advisor
- CRD
- #6691483
ROBERT BRUCE TAMKIN MR.
--
- CRD
- #722053
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,672,762 | -- |
| Non-Discretionary | $26,921,739 | -- |
| Total | $77,594,501 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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