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| Empire Financial Management Company LLC
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|---|---|
| CRD # | 146097 |
| SEC # | 801-106958 |
| CIK # | 0001971875, 0001805285 |
| AUM | $706.0 M (2026-05-29) |
| Employees | 12 (83% Investors, 100% Brokers) |
| Phone | 212-417-8247 |
| Address | 101 Crawfords Corner Road Holmdel, NJ 07733-2151 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.9 | ||
| Amazon Com Inc | 12.2 | ||
| J P Morgan Chase & Co | 11.5 | ||
| Lilly Eli & Co | 11.4 | ||
| Honeywell International Inc | 10.7 | ||
| Microsoft Corp | 9.3 | ||
| Boeing Co | 9.1 | ||
| United Technologies Corp /DE/ | 8.5 | ||
| Alphabet Inc | 7.3 | ||
| Energy Transfer Equity LP | 7.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 249 | 31.0 |
| (b) Individuals (high net worth individuals) | 733 | 649.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 26.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 983 | 706.0 |
| By Discretionary | ||
| Discretionary | 734 | 675.0 |
| Non-Discretionary | 249 | 31.0 |
| Total | 983 | 706.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 704.0 | |
| Total | 983 | 706.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001805285] | |
| 13F-HR | [0001971875] |
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|---|---|---|
|
Valtinson Bruner Financial Planning LLC
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|
MN | 0.7 |
|
Wealthbridge Capital Management LLC
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|
OH | 0.7 |
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Benjamin F Edwards Wealth Management LLC
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MO | 0.7 |
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BMSS Wesson Wealth Solutions LLC
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AL | 0.7 |
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Preisz Associates Inc
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OR | 0.7 |
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360 Financial Inc
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MN | 0.7 |
|
Hartford Financial Management Inc
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CT | 0.7 |
|
The Retirement Solution LLC
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WA | 0.7 |
|
Broadview Financial Management LLC
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WI | 0.7 |
|
Grey Fox Wealth Advisors LLC
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DE | 0.7 |