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Home > Retirement Planners > florida > tampa > POWER FINANCIAL PARTNERS, LLC
POWER FINANCIAL PARTNERS, LLC
5401 W Kennedy Blvd.
Ste. 1020
Tampa, Florida 33609
Tel: 813-212-2125
About POWER FINANCIAL PARTNERS, LLC
POWER FINANCIAL PARTNERS, LLC, formally registered with the SEC as POWER FINANCIAL PARTNERS, LLC. The firm was established in 01/24/2023. They have over 1 offices throughout the country.
POWER FINANCIAL PARTNERS, LLC is a Tampa, Florida based Financial Planning firm with nearly $224,547,826 assets under management, offering retirement planning & investment advisory services to 344 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324253 |
| SEC# | 801-127238 |
| Assets Managed by Firm | $224,547,826 |
| No. of Clients | 344 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 344 | $224,547,826 |
| Individuals (other than high net worth individuals) | 63 | $17,862,131 |
| High net worth individuals | 15 | $42,001,617 |
| Pension and profit sharing plans | 113 | $164,684,078 |
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