SHRIER ASSOCIATES, LLC

SHRIER ASSOCIATES, LLC is an SEC-registered investment adviser (CRD 129043). Regulatory assets under management: $85.9M.

Registration

• CRD: 129043
• Type: Registered investment adviser
• Phone: 508-898-9500
• Latest filing: 2026-08-06
• Regulatory AUM: $85.9M
• Discretionary AUM: $57.0M
• Non-discretionary AUM: $28.9M
• Clients: 3
• Accounts: 318

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129043 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search