CRD: 169389
Empowered Retirement, Inc.
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Trade-PMR
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-19-2013
- Office Locations
- 1
Office Locations
About Empowered Retirement, Inc.
Empowered Retirement, Inc. guides pre-retirees and retirees (age 55+) through holistic retirement and financial planning, pairing investment management and income-focused portfolio design with Social Security maximization, Medicare enrollment education, and annual tax return reviews. The firm also evaluates key insurance coverages to reduce risk and support long-term financial security. Led by CFP professional Asta Sanders.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ASTA SANDERS
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #3245750
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,514,278 | -- |
| Non-Discretionary | $1,154,617 | -- |
| Total | $78,668,895 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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