SHRIER ASSOCIATES, LLC

CRD 129043

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$77.6M

Discretionary AUM

$50.7M

Team

3 total employees; 3 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF ASSETS UNDER ADVISEMENT

Org form

Limited Liability Company

Filing date

2026-01-29

Disciplinary history

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Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	80	$13.6M
High net worth individuals	58	$48.3M
Pension/profit sharing plans	3	$3.3M
Charitable organizations	1	$201K
Corporations/business entities	6	$4.3M

All web addresses on file

Official SEC filing: View on IAPD