This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-10-2019
- Office Locations
- 1
Office Locations
About Powers Capital Management
Powers Capital Management is an independent, privately owned RIA serving retail investors with financial planning, investment management, retirement rollover guidance, and ongoing financial management. The firm emphasizes unbiased advice with no proprietary products and a deliberately smaller book of business for more hands-on service. State-registered in Pennsylvania and New Jersey, with custody relationships including Schwab and SEI.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TIMOTHY JAMES POWERS
Advisor, Chief Compliance Officer, President
- CRD
- #2900994
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,909,730 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,909,730 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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 |
| Total | Available | Available |
Continue browsing