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Home > Retirement Planners > connecticut > glastonbury > EMPOWER FINANCIAL ADVISORY, LLC
EMPOWER FINANCIAL ADVISORY, LLC
655 Winding Brook Drive
Glastonbury, Connecticut 06033
Tel: (860) 494-2600
About EMPOWER FINANCIAL ADVISORY, LLC
EMPOWER FINANCIAL ADVISORY, LLC, formally registered with the SEC as EMPOWER FINANCIAL ADVISORY, LLC. The firm was established in 05/21/2021. They have over 1 offices throughout the country.
EMPOWER FINANCIAL ADVISORY, LLC is a Glastonbury, Connecticut based Financial Planning firm with nearly $535,018,387 assets under management, offering retirement planning & investment advisory services to 1369 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 313968 |
| SEC# | 801-121271 |
| Assets Managed by Firm | $535,018,387 |
| No. of Clients | 1369 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1369 | $535,018,387 |
| Individuals (other than high net worth individuals) | 74 | $21,317,823 |
| High net worth individuals | 296 | $511,627,764 |
| Pension and profit sharing plans | Fewer than 5 clients | $251,800 |
| Charitable organizations | Fewer than 5 clients | $1,821,000 |
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