CRD: 129431
Power Plans
Walpole, MA
5086609770
$5.3M Total AUM
$5.3M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
31 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-10-1995
- Office Locations
- 1
Office Locations
-- Walpole MA
About Power Plans
Power Plans is a Walpole-based RIA. The firm has been operating for 31 years. Managing $5.3M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$5.3M AVG AUM / ADVISOR
$221.2K AVG AUM / CLIENT
21.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
31yrs Firm Age
Insights
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Client Personas
Signal
Investment Themes
Matrix Crest value
Investment Vehicles
Alpha delta
Services
North Vertex horizon Value optima Vector optima Eagle
Owner & Executives
JOHN RICHARD POWER
Director, President
- CRD
- #4868253
- Ownership
- 75% or more
(946) 604-3300
optima.vertex@vertexcapital.com
in linkedin.com/in/momentum-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,308,892 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,308,892 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,308,892
Equity - Exchange:
34.7% Cash:
17.2% Corporate - Investment Grade:
38.0% U.S. Government/Agency:
10.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $966,215,417 | 34.7% |
| Cash | $478,930,985 | 17.2% |
| Corporate - Investment Grade | $1,058,103,339 | 38.0% |
| U.S. Government/Agency | $281,232,730 | 10.1% |
| Total | $2,784,482,471 | 100.0% |