|
⚲
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| Empiric Advisors Inc
✚
| |
|---|---|
| CRD # | 108425 |
| SEC # | 801-31075 |
| CIK # | |
| AUM | $61.1 MM (2024-03-05) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 512-328-9321 |
| Address | 500 N Capital of Texas Hwy Austin, TX 78746 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 15 | 35.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 25.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 40 | 61.1 |
| By Discretionary | ||
| Discretionary | 37 | 60.5 |
| Non-Discretionary | 3 | 0.6 |
| Total | 40 | 61.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 61.1 | |
| Total | 40 | 61.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
CWM Partners LLC
✚
|
NY | 0.1 |
|
Vincere Wealth Management LLC
✚
|
IN | 0.1 |
|
Great Northern Asset Management Inc
✚
|
FL | 0.1 |
|
Senior Tax Advisory Group Inc
✚
|
CO | 0.1 |
|
Wright Private Asset Management LLC
✚
|
CT | 0.1 |
|
FNZ Advisers LLC
✚
|
NY | 0.1 |
|
Adams Financial Concepts LLC
✚
|
WA | 0.1 |
|
Financial Planning Associates LLC
✚
|
NY | 0.1 |
|
Seymour Asset Management LLC
✚
|
NY | 0.1 |
|
Portfolio Strategies Inc
✚
|
WA | 0.1 |