Shrier Associates, LLC
Shrier Associates, LLC (CRD# 129043) is a financial advisory firm headquartered in , . They manage $60,319,199 in 149 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management60MILLION
Total Number of Accounts149ACCOUNTS
Average Account Value$404,827
- A percentage of assets under your management
- Hourly charges
- 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
Richard Shrier (CRD# 721915) is an Investment Advisor Representative working at Shrier Associates, LLC in Clinton, MA and has over 37 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 37 years of experience in the finance industry.