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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $404,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NC, NH

Financial Advisors at Shrier Associates, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Richard M. Shrier
CRD#: 721915
Clinton, MA
96
Wealthminder
score

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.

2
Robert B. Tamkin
CRD#: 722053
Milton, MA
96
Wealthminder
score

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.

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