Aire Advisors, LLC

RIASEC Registered

Total AUM

$1B

Discretionary

$986M

98% of AUM

Avg account

$865K

Accounts

1,163

Employees

Advisory reps

Firm details

Headquarters: Beverly Hills, California
CRD number: 307450
Registered since: November 20, 2020
Website: www.aireadvisors.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI91.81%
Pension & Profit Sharing Plans3.28%
Corporations / Businesses1.93%
Individuals1.48%
Other1.47%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Aire Advisors, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2020. The firm serves both individuals and families as well as institutional clients and bills primarily as a percentage of assets under management while also offering hourly advisory work. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and the selection of other advisers — the latter reflecting a deliberate role as a capital allocator that sources third-party managers for client exposures. The firm does not identify as an active ESG investor.