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Building 2EMPOWER ADVISORY GROUP, LLC

Map pinGREENWOOD VILLAGE, CO
Phone866-575-4977
NotebookSEC #801-58105
Total AUM
$195.4B
Employees
8,051
Clients
297,074

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8515 EAST ORCHARD RD 4T2
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
8AM - 5PM (MST)
Monday - Friday
Phone
866-575-4977
Other Offices
1234

ReceiptFinancials

Total AUM
$195.4B
Accounts
297,074
Discretionary
$164.2B
Accounts
209,380
Non-Discretionary
$31.2B
Accounts
87,694

ContactClients

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Individual Clients
272,823
AUM
$127B
HNW Individual Clients
20,524
AUM
$38.7B
Pension/Profit Sharing Plan Clients
1,191
AUM
$3.9B
Charitable Organization Clients
60
AUM
$17.4M
Government Entity Clients
2,400
AUM
$25.6B
Corporation or Business Clients
76
AUM
$139M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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