EMPIRICAL ASSET MANAGEMENT, LLC - Financial Advisor in Massachusetts, Wellesley

Tel: 781-431-2220 57 River Street Suite 301 Wellesley, Massachusetts 02481

About EMPIRICAL ASSET MANAGEMENT, LLC

EMPIRICAL ASSET MANAGEMENT, LLC is a Wellesley, Massachusetts based financial advisory firm with nearly $328,685,091 in assets under management and provides investment advisory services for 1058 clients. There are currently 12 financial advisors at the firm.

General Information

Firm CRD#:

155436

Firm SEC#:

801-71967

Assets Under Management:

$328,685,091

No. of Clients:

1058

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (MODEL SERVICES)

Fee Structure:

A percentage of AUM, Performance Based

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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133790

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2742

$2,678,964,904

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801-18403

1414

$1,908,947,260

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156572

801-73698

$1,733,186,207

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110559

801-39737

1477

$404,735,183

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

316736

801-122660

541

$404,020,350

ARCTARIS IMPACT INVESTORS

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$352,647,809

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490

$301,771,923

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124855

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722

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$101,515,957

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334203

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Not Disclosed

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