Overview
Assets Under Management: $535 million
Headquarters: GLASTONBURY, CT
High-Net-Worth Clients: 296
Average Client Assets: $2 million
Frequently Asked Questions
EMPOWER FINANCIAL ADVISORY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #313968), EMPOWER FINANCIAL ADVISORY, LLC is subject to fiduciary duty under federal law.
EMPOWER FINANCIAL ADVISORY, LLC is headquartered in GLASTONBURY, CT.
EMPOWER FINANCIAL ADVISORY, LLC serves 296 high-net-worth clients according to their SEC filing dated February 07, 2025. View client details ↓
According to their SEC Form ADV, EMPOWER FINANCIAL ADVISORY, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
EMPOWER FINANCIAL ADVISORY, LLC manages $535 million in client assets according to their SEC filing dated February 07, 2025.
According to their SEC Form ADV, EMPOWER FINANCIAL ADVISORY, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 296
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.63
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,369
Discretionary Accounts: 1,369
Regulatory Filings
CRD Number: 313968
Last Filing Date: 2025-02-07 00:00:00
Website: https://empowerfa.com