$126.4M Total AUM
$126.4M Disc. AUM
-- 3Y CAGR
2 Employees
113 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-28-2004
- Office Locations
- 1
Office Locations
11995 County Road 11, #130 Burnsville MN
About Financial Empowerment LLC
Financial Empowerment LLC is an independent RIA providing project-based comprehensive financial planning and ongoing retainer relationships that bundle planning with investment management. The firm emphasizes aligning client values and goals and often works with entrepreneurs. Portfolios are ETF-centric with investment-grade corporate bond exposure, and custody includes Schwab.
Team overview
48 AVG AGE
$63.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
11.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Harbor Element catalyst
Client Personas
Fusion
Custodian
Atlas pioneer Unison pioneer Signal beacon
Investment Themes
Meridian glacier Value Harbor
Investment Vehicles
Beacon catalyst
Services
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Owner & Executives
JANET ANN STANZAK
Chief Compliance Officer, Owner, Principal
- CRD
- #1314881
- Ownership
- 50% but less than 75%
(404) 690-8843
zenith.value@matrixcapital.com
in linkedin.com/in/focus-value
K
KRISTIN LYNEE GARRETT
Certified Financial Planner
- CRD
- #4318694
- Ownership
- 25% but less than 50%
(880) 864-5254
glacier.zenith@ridgecapital.com
in linkedin.com/in/zenith-value
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,374,281 | $378,366 |
| Non-Discretionary | $0 | -- |
| Total | $126,374,281 | $378,366 |
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Separately Managed Accounts
Total SMA Asset: $126,374,281
Public Funds:
17.1% Cash:
23.1% Equity - Exchange:
37.9% Municipal Bonds:
21.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,047,072,602 | 17.1% |
| Cash | $1,414,466,497 | 23.1% |
| Equity - Exchange | $2,320,704,773 | 37.9% |
| Municipal Bonds | $1,340,987,718 | 21.9% |
| Total | $6,123,231,590 | 100.0% |