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EMPIRIC INSTITUTIONAL
500 N Capital Of Texas Hwy
Building 8, Suite 150
Austin, Texas 78746
Tel: 512-583-0160
About EMPIRIC INSTITUTIONAL
EMPIRIC INSTITUTIONAL, formally registered with the SEC as EMPIRIC INSTITUTIONAL. The firm was established in 04/26/2013. They have over 2 offices throughout the country.
EMPIRIC INSTITUTIONAL is a Austin, Texas based Financial Planning firm with nearly $8,165,576 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164683 |
| SEC# | 801-77974 |
| Assets Managed by Firm | $8,165,576 |
| No. of Clients | 11 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 11 | $8,165,576 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $124,374 |
| High net worth individuals | Fewer than 5 clients | $3,366,573 |
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