Aerie Advisory Group LLC

Overview

Aerie Advisory Group LLC is an independent, SEC-registered registered investment adviser organized as an LLC and listed as an active capital allocator. The firm's client base spans high-net-worth individuals and families as well as institutional clients. Its advisory services emphasize portfolio management for individuals, small businesses and institutions, and it also performs selection-of-other-advisers work when using external managers. Fee arrangements include percentage-of-AUM and fixed-fee structures. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives