Financial Empowerment

RIAState Registered
Total AUM
$293K
Discretionary
$293K
100% of AUM
Avg account
$73.2K
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
328342
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 97%, Cash & Cash Equivalents 3%97%
  • Public Funds/Mutual Funds97%
  • Cash & Cash Equivalents3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth