E
$2.6M Total AUM
$2.2M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-28-2010
- Office Locations
- 1
Office Locations
5813 RED Setter Lane Moseley VA
About Empire Wealth Management, LLC
Empire Wealth Management, LLC is a Monroe-based RIA. The firm has been operating for 15 years. Managing $2.6M in total assets under management, with 1 advisory representatives. They custody assets with Trade-PMR.
Team overview
-- AVG AGE
$2.6M AVG AUM / ADVISOR
$212.9K AVG AUM / CLIENT
15.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DANIEL RYAN DOUGLAS
MANAGING DIRECTOR
- CRD
- #4754087
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,220,474 | -- |
| Non-Discretionary | $334,116 | -- |
| Total | $2,554,590 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available Equity - Exchange:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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