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Empirical Finance, LLC (Broomall)


Empirical Finance, LLC is a large advisory firm based in Broomall. It manages $152.79 million of regulatory assets for 81 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of New York, Pennsylvania, and Texas.

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Empirical Finance provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Empirical Finance: assets under management

The assets under management (AUM) of Empirical Finance, LLC is $152.79 million. The firm's AUM has grown by 1428% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $52.79 million in discretionary accounts and $100 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $659.88 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $100 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Empirical Finance, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Broomall

The principal office where Empirical Finance, LLC performs its advisory services is located at 213 Foxcroft Road, Broomall, PA 19008, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number +1.215.882.9983 or by fax +1.216.245.3686. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.empiricalfinancellc.com.


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