Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningReal Estate InvestingHigh Net Worth
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
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Location

805 SW Broadway, Suite 2400, Portland, OR, 97205

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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.

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Other Business Activities

Eric is a co-owner of Art-O-Maddic LLC, an art gallery and creative space, dedicating a few hours per week. He also serves as Treasurer for the Canby Arts Association, a non-profit, spending minimal time per week on this role.

Employment History
Current Registrations
Empirical Wealth Management
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Cwm, LLC
April 2022 - September 2022 · 5 mos
Blue Water Wealth
September 2020 - August 2021 · 11 mos
Vector Wealth Management
July 2019 - May 2020 · 10 mos
State Registrations3 states
CAORWA
Advisor
Exams
No exam information available for this advisor.