Overview

Assets Under Management: $159.1 billion
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 802
Average Client Assets: $130 million

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars

Clients

Number of High-Net-Worth Clients: 802
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.70
Average High-Net-Worth Client Assets: $130 million
Total Client Accounts: 250,707
Discretionary Accounts: 184,698
Non-Discretionary Accounts: 66,009

Regulatory Filings

CRD Number: 112058
Filing ID: 1989400
Last Filing Date: 2025-05-14 12:22:00
Website: https://empower.com