EMPIRICAL ASSET MANAGEMENT, LLC

57 River Street
Suite 301
Wellesley, Massachusetts 02481
Tel: 781-431-2220

About EMPIRICAL ASSET MANAGEMENT, LLC

EMPIRICAL ASSET MANAGEMENT, LLC, formally registered with the SEC as EMPIRICAL ASSET MANAGEMENT, LLC. The firm was established in 11/23/2010. They have over 5 offices throughout the country.

EMPIRICAL ASSET MANAGEMENT, LLC is a Wellesley, Massachusetts based Financial Planning firm with nearly $328,685,091 assets under management, offering retirement planning & investment advisory services to 1058 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155436
SEC#	801-71967
Assets Managed by Firm	$328,685,091
No. of Clients	1058
No. of Advisors	12

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (MODEL SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	1058	$328,685,091
Individuals (other than high net worth individuals)	170	$57,249,309
High net worth individuals	142	$228,015,937
Pension and profit sharing plans	16	$28,251,418
Charitable organizations	Fewer than 5 clients	$3,682,692
Corporations or other businesses	10	$10,908,799

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