$1.3M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-14-2017
- Office Locations
- 1
Office Locations
2161 Shattuck AVE Suite 204 Berkeley CA
About Empowering Financial
Empowering Financial is a Lafayette-based RIA. The firm has been operating for 8 years. Managing $1.3M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
56 AVG AGE
$1.3M AVG AUM / ADVISOR
$260.0K AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JAKE BIRNBERG
Agent, President
- CRD
- #1747677
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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