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Building 2EMPIRICAL ASSET MANAGEMENT, LLC

Map pinWELLESLEY, MA
Phone781-431-2223
NotebookSEC #801-71967
Total AUM
$560M
Employees
14
Clients
475

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
57 RIVER STREET
SUITE 301
WELLESLEY
MA 02481
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
781-431-2223
Other Offices
5

ReceiptFinancials

Total AUM
$560M
Accounts
1,399
Discretionary
$539.7M
Accounts
1,296
Non-Discretionary
$20.4M
Accounts
103

ContactClients

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Individual Clients
190
AUM
$74.8M
HNW Individual Clients
267
AUM
$422.7M
Pooled Vehicle Clients
1
AUM
$444.7K
Pension/Profit Sharing Plan Clients
6
AUM
$35.3M
Charitable Organization Clients
1
AUM
$4.3M
Corporation or Business Clients
10
AUM
$22.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDEFLLAMAMEMNNCNHNJNYPARISCTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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