EMPIRIKAL PARTNERS LLC
Firm details
- Headquarters
- ,
- CRD number
- 282691
- Website
- www.empirikalpartners.com
- Custodians
- AXOS CLEARING LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI58.62%
- Individuals41.38%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Empirikal Partners LLC is an independent registered investment advisor organized as an LLC and owned by an individual. The firm serves individual and family clients and combines advisory work with insurance brokerage. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation comes primarily from a percentage-of-AUM fee schedule supplemented by hourly charges.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- US Government Bonds7%
- Public Funds/Mutual Funds7%
- State & Local Bonds4%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1ERIC HARDING
Founder & CEOCRD 2207823
Contacts
3 of 9JOSEPH GORMLEY
Investment AdvisorCRD 1992842
EDGAR OCHOA BENITEZ
Investment Advisor RepresentativeCRD 7934299
ALEXANDER CORRIERE
Senior Investment AdvisorCRD 3133873
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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