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James Glick

Empirical Asset Management, LLC

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About James Glick

James Glick is an investment advisor representative at Empirical Asset Management, LLC. James Glick has been in the industry since February 2009. James Glick specializes in Portfolio Management for Individuals, Businesses, and Pooled Investment Vehicles, as well as Pension Consulting and Selection of Other Advisors.

Firm Information

James Glick is currently registered with Empirical Asset Management, LLC. Empirical Asset Management, LLC is an investment advisor headquartered in Wellesley, MA. They manage approximately $328,685,091 in assets for a variety of clients, including high-net-worth individuals, pension plans, charitable organizations, and pooled investment vehicles. The firm offers portfolio management services for individuals, businesses, and pooled investment vehicles, as well as pension consulting and selection of other advisors.
Empirical Asset Management, LLC

57 RIVER STREET

WELLESLEY, MA 02481

$328.69M

Assets Under Management

2

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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model services

Model services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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James Glick’s Registration & Firm History

MA

08/23/2022 - Present

Empirical Asset Management, LLC (WELLESLEY MA)

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Licenses & Designations

IA

Issued 07/15/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Glick.
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