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AERIE ADVISORY GROUP LLC
CRD 333610 · SEC 801-131472
3025 HARBORVIEW DRIVE, GIG HARBOR, WA, 98335, United States
Phone
(253) 857-1616
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$618.1M
Discretionary AUM
$289.8M
Team
12 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 9 | $528.1M |
| Charitable organizations | 3 | $89.9M |
States served
MD, WA
Official SEC filing: View on IAPD