POWER FINANCIAL PARTNERS, LLC
Total AUM
$329.1M
Employees
4Clients
251Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5401 W KENNEDY BLVD.
STE. 1020
TAMPA
FL 33609
United States
STE. 1020
TAMPA
FL 33609
United States
Operating Hours
8AM-5PM
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
813-212-2125
Financials
Total AUM
$329.1M
Accounts
452Discretionary
$319.2M
Accounts
431Non-Discretionary
$10M
Accounts
21
Clients
Individual Clients
106AUM
$47.5M
HNW Individual Clients
27AUM
$42M
Pension/Profit Sharing Plan Clients
117AUM
$239M
Corporation or Business Clients
1AUM
$635.4K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.