Curtis Frank Elijah

CFA

Empirical Wealth Management

1 Year of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningReal Estate InvestingHigh Net Worth

Empirical Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

60 advisors

Number of Clients

2,132 clients

Average Client Portfolio

$3.1M average

Assets Under Management

$6.7B

Fee Structure

Minimum Investment:None

Location

333 Bush St, Suite 1410, San Francisco, CA, 94104

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Empirical Wealth Management

September 2024 - Present · 1 yr 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.