AERIE ADVISORY GROUP LLC

Overview

Aerie Advisory Group LLC is an SEC-registered advisory firm organized as an LLC that serves both individual/family clients and institutional accounts. The firm acts as a capital allocator and provides discretionary and non-discretionary portfolio management for individuals, small businesses, and larger business or institutional clients. It also performs selection of other advisers, indicating a willingness to place client capital with third-party managers. Compensation is structured as a percentage of assets under management. The firm does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives