Unclaimed Profile

Peter Umstadt Musser

EMPIRICAL ASSET MANAGEMENT, LLC·NEWTON, Massachusetts

Clean recordEMPIRICAL ASSET MANAGEMENT, LLC

THREE NEWTON EXECUTIVE PARK, NEWTON, MA 02462CRD# 6993756Firm CRD# 155436

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter Umstadt Musser · NEWTON, MA

Registration

CRD #6993756 · EMPIRICAL ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Peter Umstadt Musser is a registered financial advisor based in NEWTON, Massachusetts, affiliated with EMPIRICAL ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

EMPIRICAL ASSET MANAGEMENT, LLC

AUM

$329M

Regulatory assets under management

Employees

Total firm employees

View all advisors at EMPIRICAL ASSET MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6993756

Firm CRD# 155436

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Frequently Asked Questions

What services does Peter Umstadt Musser offer?

Peter Umstadt Musser specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWTON, Massachusetts for a consultation.

What are Peter Umstadt Musser's credentials?

Peter Umstadt Musser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Umstadt Musser located?

Peter Umstadt Musser is based in NEWTON, Massachusetts, working with EMPIRICAL ASSET MANAGEMENT, LLC. Their office serves clients in the NEWTON metropolitan area and surrounding communities.

How does Peter Umstadt Musser charge for services?

Peter Umstadt Musser's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EMPIRICAL ASSET MANAGEMENT, LLC?

EMPIRICAL ASSET MANAGEMENT, LLC has approximately 12 employees and manages $329M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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