AERIE ADVISORY GROUP LLC of GIG HARBOR, WA is an SEC-registered investment adviser (CRD 333610). Regulatory assets under management: $2.5B.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Pooled vehicles, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Roman Guy Brent | CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER; TRUSTEE | — |
| Brian Andrew Pierson | PRESIDENT; TRUSTEE | — |
| Alyssa Ann Ross | CHIEF FINANCIAL OFFICER; TRUSTEE | — |
| Robert Edward Critchfield | TRUSTEE OF 2006 THRESHOLD RETURN OF CAPITAL | — |
| Mark Edward Holcomb | TRUSTEE OF 2006 THRESHOLD RETURN OF CAPITAL | — |
| BRENT ROMAN GUY | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER | — |
| Critchfield Robert Edward | TRUSTEE; TRUSTEE OF 2006 THRESHOLD RETURN OF CAPITAL | — |
| Holcomb Mark Edward | TRUSTEE; TRUSTEE OF 2006 THRESHOLD RETURN OF CAPITAL | — |
| PIERSON BRIAN ANDREW | PRESIDENT | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | (206) 724-1319 |