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| Empower Financial Advisory LLC
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| |
|---|---|
| CRD # | 313968 |
| SEC # | 801-121271 |
| CIK # | 0001978885 |
| AUM | $411.7 MM (2024-06-18) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 860-494-2600 |
| Address | 655 Winding Brook Drive Glastonbury, CT 06033 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| IAU | 0.7 | ||
| AAPL | 2,382.8 | 0.4 | |
| MSFT | 1,918.2 | 0.4 | |
| GOOG | 1,482.6 | 0.4 | |
| NVDA | 399.6 | 0.3 | |
| AMZN | 1,093.0 | 0.3 | |
| META | 434.9 | 0.2 | |
| JPM | 340.2 | 0.2 | |
| WMT | 335.4 | 0.2 | |
| PG | 338.1 | 0.2 |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 184 | 85.0 |
| (b) Individuals (high net worth individuals) | 128 | 324.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 1.4 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,196 | 411.7 |
| By Discretionary | ||
| Discretionary | 1,196 | 411.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,196 | 411.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 411.7 | |
| Total | 1,196 | 411.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001978885] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Southern Capital Advisors LLC
✚
|
TN | 0.4 |
|
Bray Capital Advisors LLC
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|
FL | 0.4 |
|
Conifer Investments Ltd
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|
CT | 0.4 |
|
Soundmark Wealth Management LLC
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WA | 0.4 |
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Robert L Bender Inc DBA Robert Bender & Associates
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|
CA | 0.4 |
|
Melia Wealth LLC
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OK | 0.4 |
|
Stokes Capital Advisors LLC
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|
SC | 0.4 |
|
Wellington Shields & Co LLC
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|
NY | 0.4 |
|
Chico Wealth RIA Inc
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CA | 0.4 |
|
Quantitative Process LLC
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NC | 0.4 |