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 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    131
    ACCOUNTS
  • Average Account Value
    $351,215
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
The map below shows states where this firm has explicit registration only.

MA, NC, NH

Financial Advisors at Shrier Associates, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Isaac C. Pino
CRD#: 6691483
Asheville, NC

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.

2
Richard M. Shrier
CRD#: 721915
Clinton, MA

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.

3
Robert B. Tamkin
CRD#: 722053
Milton, MA

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.

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