Aer Advisors, Inc. (North Hampton)

Aer Advisors, Inc. is an adviser based in North Hampton. It manages $25.7 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of New Hampshire.

Aer Advisors provides portfolio management for individuals and small businesses and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aer Advisors: assets under management

The assets under management (AUM) of Aer Advisors, Inc. is $25.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 150% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.86 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aer Advisors, Inc. for their services and products based on a percentage of assets under management, subscription fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Aer Advisors, Inc.

David James Oleary has been acting as President since 1 Mar 2000. Ticonderoga Securities Llc joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David James Oleary	Chairman	1 Mar 2000	50% - 75%	1205651
Carol Ayn Oleary	President and chief executive officer	1 Mar 2000	25% - 50%	4739087
Christian John Galipeau	Shareholder	1 Oct 2004	Other	2302442
Daniel Stewart Beaton	Treasurer and secretary	1 Oct 2004	Other	4240769
Soleil Securities Corporation	Shareholder	1 Feb 2005	Other	124737
Janine Lynne Cohen	Chief financial officer/chief compliance officer	1 Nov 2007	Other	1035324
Raymond Pinard	Director	1 Apr 2008	Other	5517000
Thomas Joseph Steffanci	Director	1 Apr 2008	Other	855387

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
L.P. Bain Capital Venture Fund 2001	Shareholder series 2-r preferred	1 Feb 2005	25% - 50%	04-3544440
Incorporated Reynders Gray Holdings	Owner	1 Jun 2009	75% - 100%	95-4898322
Walker Street Securities Holdings Lp	Owner	1 Jun 2009	75% - 100%	80-0404787
Ticonderoga Securities Lp	Owner	1 Jun 2009	75% - 100%	80-0404730
Shawn Damien Mcloughlin	Owner	1 Jun 2009	50% - 75%	1665431
Joel Darren Plasco	Owner	1 Jun 2009	50% - 75%	3220164
Ticonderoga Securities Llc	Shareholder	1 May 2011	75% - 100%	7671

Based in North Hampton

The principal office where Aer Advisors, Inc. performs its advisory services is located at 155 Lafayette Road, North Hampton, NH 03862 The mailing address of the firm is P.O. Box 670, North Hampton, NH 03862. An additional office of the firm is in Vero Beach, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-964-5865 or by fax 603-964-4498. The normal business hours are 9:00am to 5:00pm on Monday - Friday.