Shrier Associates, LLC

RIASEC Registered

Total AUM

$85.9M

Discretionary

$57M

66% of AUM

Avg account

$270K

Accounts

318

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 129043
Website: shrierassociates.com
Custodians: ALTRUIST FINANCIAL LLC, SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI58.97%
Individuals19.1%
Other13.15%
Corporations / Businesses4.44%
Pension & Profit Sharing Plans4.32%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Shrier Associates, LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm functions as a capital allocator and provides a mix of advisory services: financial planning, portfolio management for individuals and small businesses, pension-related consulting, and selection of third-party advisers. It also operates as an insurance broker. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.