Empirical Asset Management, LLC

Empirical Asset Management, LLC (CRD# 155436) is a financial advisory firm headquartered in Newton Lower Falls, MA. They manage $121,764,409 in 461 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    461
    ACCOUNTS
  • Average Account Value
    $264,131
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

CA, MA, NH, NY, TX

Financial Advisors at Empirical Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jason A. Aronson
CRD#: 5179812
Two Newton Executive Park, 2227 Washington Street, Suite 202, Newton Lower Falls, MA 02462
90
Wealthminder
score

Jason Aronson (CRD# 5179812) is an Investment Advisor Representative working at Empirical Asset Management, LLC in Newton Lower Falls, MA and has 1 year of experience in the finance industry.

2
William H. Davis
CRD#: 5858250
Two Newton Executive Park, 2227 Washington Street, Suite 202, Newton Lower Falls, MA 02462
90
Wealthminder
score

William Davis (CRD# 5858250) is an Investment Advisor Representative working at Empirical Asset Management, LLC in Newton Lower Falls, MA and has over 4 years of experience in the finance industry.

3
Mark H. Fiskio
CRD#: 1197038
Two Newton Executive Park, 2227 Washington Street, Suite 202, Newton Lower Falls, MA 02462
83
Wealthminder
score

Mark Fiskio (CRD# 1197038) is an Investment Advisor Representative working at Empirical Asset Management, LLC in Newton Lower Falls, MA and has over 34 years of experience in the finance industry.

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