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EMPIRIC INSTITUTIONAL

500 N Capital Of Texas Hwy
Building 8, Suite 150
Austin, Texas 78746
Tel: 512-583-0160

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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 StatusApproved
Firm CRD#164683
SEC#801-77974
Assets Managed by Firm$8,165,576
No. of Clients11
No. of Advisors4

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 ClientsAUM
Firm Total11$8,165,576
Individuals (other than high net worth individuals)Fewer than 5 clients$124,374
High net worth individualsFewer than 5 clients$3,366,573

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