EMPIRICAL WEALTH MANAGEMENT, LLC
EMPIRICAL WEALTH MANAGEMENT, LLC of PORTLAND, OR is an SEC-registered investment adviser (CRD 140103). Regulatory assets under management: $197.6M.
Registration
- CRD: 140103
- SEC file number: 801-66642
- Type: Registered investment adviser
- Location: 9755 SW BARNES ROAD, SUITE 210, PORTLAND, OR, 97225
- Phone: 503-808-9005
- Latest filing: 2012-12-21
- Regulatory AUM: $197.6M
- Discretionary AUM: $187.7M
- Non-discretionary AUM: $9.9M
- Clients: 6
- Accounts: 743
Officers, owners & control persons (4)
| Name | Role | Location |
|---|
| SMITH JEFFREY ROBERT | CHIEF EXECUTIVE OFFICER | — |
| MCDERMOTT MELISSA DANIELLE | CHIEF COMPLIANCE OFFICER | — |
| MONTEITH JACK DONALD | PRESIDENT | — |
| CONTRERAS SHANNON MARIE | CHIEF COMPLIANCE OFFICER | — |
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