Empiric Advisors, Inc.

Empiric Advisors, Inc. (CRD# 108425) is a financial advisory firm headquartered in Austin, TX. They manage $19,986,061 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $768,695
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Empiric Advisors, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Loren M. Coffelt
CRD#: 4506345
500 N Capital Of Texas Hwy, Building 8, Suite 150, Austin, TX 78746
93
Wealthminder
score

Loren Coffelt (CRD# 4506345) is an Investment Advisor Representative working at Empiric Advisors, Inc. in Austin, TX and has over 7 years of experience in the finance industry.

2
Mark A. Coffelt
CRD#: 1876477
500 N Capital Of Tx Hwy, Bld 8 Ste 150, Austin, TX 78746
93
Wealthminder
score

Mark Coffelt (CRD# 1876477) is an Investment Advisor Representative working at Empiric Advisors, Inc. in Austin, TX and has over 28 years of experience in the finance industry.

3
Gabriel J. Rodriguez
CRD#: 5165720
500 N Capital Of Texas Hwy, Building 8, Suite 150, Austin, TX 78746
93
Wealthminder
score

Gabriel Rodriguez (CRD# 5165720) is an Investment Advisor Representative working at Empiric Advisors, Inc. in Austin, TX and has over 8 years of experience in the finance industry.

4
Heather L. McAshan
CRD#: 5242318
500 N Capital Of Texas Hwy, Building 8, Suite 150, Austin, TX 78746
81
Wealthminder
score

Heather McAshan (CRD# 5242318) is an Investment Advisor Representative working at Empiric Advisors, Inc. in Austin, TX and has over 9 years of experience in the finance industry.

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