Shrier Associates, LLC
Shrier Associates, LLC (CRD# 129043) is a financial advisory firm headquartered in , . They manage $46,009,181 in 131 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management46MILLION
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Total Number of Accounts131ACCOUNTS
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Average Account Value$351,215
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
MA, NC, NH, TX
Isaac Pino (CRD# 6691483) is an Investment Advisor Representative working at Shrier Associates, LLC in Asheville, NC and has over 7 years of experience in the finance industry.
Richard Shrier (CRD# 721915) is an Investment Advisor Representative working at Shrier Associates, LLC in Clinton, MA and has over 43 years of experience in the finance industry.
Robert Tamkin (CRD# 722053) is an Investment Advisor Representative working at Shrier Associates, LLC in Milton, MA and has over 43 years of experience in the finance industry.