Overview

Assets Under Management: $535 million
Headquarters: GLASTONBURY, CT
High-Net-Worth Clients: 296
Average Client Assets: $2 million

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