E
CRD: 313968
Empower Financial Advisory, LLC
Glastonbury, CT, 06033
8604942600
$635.8M Total AUM
$635.8M Disc. AUM
22.5% 3Y CAGR
7 Employees
295 ADV. Clients
5 yrs Firm Age
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- Custodian
- Empower ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-21-2021
- Office Locations
- 1
Office Locations
655 Winding Brook Drive Glastonbury CT
About Empower Financial Advisory, LLC
Empower Financial Advisory, LLC is a Glastonbury-based RIA. The firm has been operating for 5 years. Managing $635.8M in total assets under management, with 4 advisory representatives. They custody assets with Empower and Fidelity/NFS. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
40 AVG AGE
$159.0M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
3.8 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Signal
Client Personas
Vector Crest
Investment Themes
Delta prime Harbor
Investment Vehicles
Horizon
Services
North eagle Horizon fusion Frontier vector Zenith Zenith ridge Harbor
Owner & Executives
R
RONALD ELWOOD WILLIAMS JR
Chief Compliance Officer, President
- CRD
- #1987830
- Ownership
- 75% or more
(955) 786-5899
glacier.delta@bridgecapital.com
in linkedin.com/in/prime-element
Showing 1 of 1 owners & executives
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N
Nicholas James Gerlach
Wealth Management Associate
- CRD
- #7226974
(715) 318-8815
bridge.timber@deltacapital.com
in linkedin.com/in/bridge-quantum
LORI KATHRYN OBLINGER
Analyst
- CRD
- #2581746
(735) 425-9302
meridian.pioneer@vertexcapital.com
in linkedin.com/in/element-peak
W
Wave radial
Optima foundation timber
- CRD
- #59698
(814) 466-6923
delta.timber@atlascapital.com
in linkedin.com/in/meridian-harbor
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $635,801,070 | $421,619 |
| Non-Discretionary | $0 | -- |
| Total | $635,801,070 | $421,619 |
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Separately Managed Accounts
Total SMA Asset: $635,801,070
Public Funds:
57.6% Cash:
20.6% Equity - Exchange:
21.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $782,751,346 | 57.6% |
| Cash | $279,942,322 | 20.6% |
| Equity - Exchange | $296,249,641 | 21.8% |
| Total | $1,358,943,309 | 100.0% |