Overview
Assets Under Management: $133 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 38
Average Client Assets: $2.8 million
Frequently Asked Questions
EMPOWERMENT FINANCIAL GROUP 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 #152203), EMPOWERMENT FINANCIAL GROUP is subject to fiduciary duty under federal law.
EMPOWERMENT FINANCIAL GROUP is headquartered in SCOTTSDALE, AZ.
EMPOWERMENT FINANCIAL GROUP serves 38 high-net-worth clients according to their SEC filing dated February 15, 2018. View client details ↓
According to their SEC Form ADV, EMPOWERMENT FINANCIAL GROUP offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
EMPOWERMENT FINANCIAL GROUP manages $133 million in client assets according to their SEC filing dated February 15, 2018.
According to their SEC Form ADV, EMPOWERMENT FINANCIAL GROUP 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.77%
Average Client Assets: $2.8 million
Total Client Accounts: 313
Discretionary Accounts: 313
Regulatory Filings
CRD Number: 152203
Filing ID: 1177307
Last Filing Date: 2018-02-15 12:37:00