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Building 2EMPOWER FINANCIAL ADVISORY, LLC

Map pinGLASTONBURY, CT
Phone(860) 494-2600
NotebookSEC #801-121271
Total AUM
$635.8M
Employees
7
Clients
295

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
655 WINDING BROOK DRIVE
GLASTONBURY
CT 06033
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(860) 494-2600

ReceiptFinancials

Total AUM
$635.8M
Accounts
1,508
Discretionary
$635.8M
Accounts
1,508
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
90
AUM
$126.9M
HNW Individual Clients
200
AUM
$508.6M
Pension/Profit Sharing Plan Clients
5
AUM
$300K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANCNHPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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