Aerie Advisory Group LLC

Overview

Aerie Advisory Group LLC is an independent, fee-based registered investment adviser that functions as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm charges clients a percentage of assets under management and provides discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, as well as selecting and overseeing outside managers. Aerie is not an ESG-focused manager, does not serve as a pension consultant, and does not operate as a multi-state adviser according to its filing. The firm’s SEC registration was recorded in 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives