EMPIRICAL ASSET MANAGEMENT, LLC

WELLESLEY, Massachusetts·2 registered advisors·CRD# 155436
SEC# 801-719674781-431-2220
01

Firm Overview

AUM
$329M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at EMPIRICAL ASSET MANAGEMENT, LLC

2 registered advisors
Glenn Andrew Caldicott
WELLESLEY, Massachusetts
Mark Henry Fiskio
WELLESLEY, Massachusetts
05

Office Locations

WELLESLEY, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. EMPIRICAL ASSET MANAGEMENT, LLC (CRD# 155436) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.