$7.6M Total AUM
$6.1M Disc. AUM
-- 3Y CAGR
1 Employees
92 ADV. Clients
6 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Insight ember
- Established Date
- 03-10-2020
- Office Locations
- 1
Office Locations
1700 Park Street Unit 203 Naperville IL
About Powers Financial Group, LLC
Powers Financial Group is a Naperville, IL advisory firm serving medical and dental professionals and practice/law firm owners. Through its proprietary "Power Your Process" framework, it delivers goal-based financial planning, portfolio construction and ongoing monitoring, often coordinating with outside specialists. Investment implementation is primarily ETF-based, with tax, estate, retirement and insurance planning support.
Team overview
46 AVG AGE
$7.6M AVG AUM / ADVISOR
$83.1K AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Beacon legacy
Client Personas
Unison Legacy
Custodian
Crest Capital Vital Summit focus Legacy horizon Pioneer quantum Wave bridge
Investment Themes
Matrix Ridge
Investment Vehicles
Momentum
Services
Summit zenith Frontier momentum Frontier Optima quantum Unison frontier Legacy vital Vital zenith Vital Pathway
Technology
Eagle horizon
Owner & Executives
ANDREW POWERS
Owner
- CRD
- #5344277
- Ownership
- 75% or more
(664) 527-6427
quantum.zenith@eaglecapital.com
in linkedin.com/in/focus-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,101,581 | -- |
| Non-Discretionary | $1,544,274 | -- |
| Total | $7,645,855 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,645,855
Equity - Exchange:
63.5% Cash:
36.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $250,393,689 | 63.5% |
| Cash | $143,927,081 | 36.5% |
| Total | $394,320,770 | 100.0% |