POWER FINANCIAL PARTNERS, LLC
Adviser information for POWER FINANCIAL PARTNERS, LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 316 | $212.8M |
| Non-Discretionary | 28 | $11.8M |
| Total | 344 | $224.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 63 | $17.9M |
| HNW Individuals | 15 | $42.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 113 | $164.7M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-127238 |
|---|---|
| SEC ERA File Number | 801-127238 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 324253 |
| Legal Entity Identifier | None |
Principal Office
5401 W KENNEDY BLVD.STE. 1020
TAMPA
FL
United States
BY APPOINTMENT ONLY, 8AM-5PM
Tel: 813-212-2125, Fax: None
Websites
Chief Compliance Officer
ROGER S. MACHLIN
MEMBER
5401 W KENNEDY BLVD., STE. 1020
TAMPA
FL
United States
Tel:
813-212-2125
R*******@*********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MACHLIN, ROGER, SVERRE | Individual | – | MEMBER AND CHIEF COMPLIANCE OFFICER | 02/2023 | > 75% |