$42.1M Total AUM
$42.1M Disc. AUM
-- 3Y CAGR
1 Employees
40 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-15-1997
- Office Locations
- 1
Office Locations
-- Danville CA
About Power Investing
POWER INVESTING is a fee-only independent RIA serving families and small businesses in transition. The firm provides financial planning, discretionary asset management and tax return preparation, aligning portfolios to each client’s risk tolerance with disciplined asset allocation/rebalancing and a low-cost, low-turnover approach (often ETF-based). Led by Michael D. Power, CFP and Enrolled Agent, it can integrate investment and tax work; custodied at Schwab.
Team overview
53 AVG AGE
$42.1M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
7.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
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Investment Themes
Bridge eagle
Investment Vehicles
Glacier prime
Services
Atlas bridge Pathway Value vector Insight element Frontier Ember
Owner & Executives
MICHAEL D POWER
Principal
- CRD
- #4520009
- Ownership
- 75% or more
(330) 535-9060
focus.vector@zenithcapital.com
in linkedin.com/in/summit-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,071,647 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,071,647 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,071,647
Public Funds:
33.3% Equity - Exchange:
11.3% Corporate - Investment Grade:
17.1% Cash:
31.6% Municipal Bonds:
6.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $595,750,321 | 33.3% |
| Equity - Exchange | $202,161,520 | 11.3% |
| Corporate - Investment Grade | $305,925,841 | 17.1% |
| Cash | $565,336,641 | 31.6% |
| Municipal Bonds | $119,865,680 | 6.7% |
| Total | $1,789,040,003 | 100.0% |