Financial Empowerment
Firm details
- Headquarters
- ,
- CRD number
- 328342
- Website
- empowermenttools.net
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.25%
- Individuals31.75%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Financial Empowerment LLC is a Texas-based limited liability company that provides financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. The firm is state-registered in Texas and is owned by an individual. Its advisory activities, as reported on its filing, are focused on financial planning and portfolio management rather than pension consulting or multi-state advisory operations. The firm charges fees using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. It does not identify as an active ESG investor. The adviser class is listed as unclassified and it is not designated as a capital allocator or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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