Empirical Asset Management
Investment Management • 
Wellesley, Massachusetts, United States • 1-10 Employees
Company overview
| Headquarters | 77 Central Street, Wellesley, MA 02482, US |
| Phone number | +17814312260 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Founded | 2010 |
| Employees | 1-10 |
| Socials |
Key Contacts at Empirical Asset Management
Jack Fiskio
Director Of Business Development
Peter Martin
Managing Director- Head Of Client Portfolio Management
Mark Fiskio
Director Of Business Development
Empirical Asset Management Email Formats
Empirical Asset Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@empiricalam.com), used 55.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@empiricalam.com | 55.6% |
{first name}{last name} | johndoe@empiricalam.com | 44.4% |
About Empirical Asset Management
Based in Wellesley, MA, a suburb of Boston, Empirical Asset Management, LLC is a boutique investment management firm built by Advisors for Advisors. As a result of many years of experience, we not only understand the needs of Advisors, but also appreciate the unique perspective of clients. We are keenly aware of how to support Advisors, having helped hundreds of them grow their practices. Empirical was founded on the belief that the best investment strategies are often the ones governed by sets of rules. We call our methodology Rules Based Investing® and it has guided our investment philosophy since 1994. EAM offers proprietary strategies covering a broad range of asset classes, investment objectives and risk profiles. Our solutions include five Asset Allocation portfolios with different risk tolerances ranging from Conservative to Aggressive, three individual Equity portfolios focused on ESG, Equity Income, and All-Cap growth as well as a Tactical model called Sector Rotation. We are registered with the SEC, and our firm is GIPS® Compliant. “GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.”If you’d like to see a current copy of our ADV Part II and III, click here.
Empirical Asset Management revenue & valuation
| Annual revenue | $9,458,546 |
| Revenue per employee | $1,051,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $30,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Empirical Asset Management has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Empirical Asset Management has never raised funding before.
Empirical Asset Management Tech Stack
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Miscellaneous
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