Power Investing
Firm details
- Headquarters
- ,
- CRD number
- 120040
- Website
- powerinvesting.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals93.31%
- HNWI6.69%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Power Investing is a sole‑proprietorship independent registered investment adviser serving individual and family clients. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its billing mixes percentage‑of‑assets, hourly, and fixed fees rather than commission-based compensation. The adviser does not self-identify as an active ESG investor, is not a multi‑state adviser, and does not act as a capital allocator or pension consultant according to the available data. Business activity centers on direct client advisory relationships rather than institutional or related‑adviser arrangements.
Assets & Accounts
Investments & Alternatives
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 Funds60%
- Exchange Traded Equities21%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents8%
- State & Local Bonds1%
Contacts
1 of 1
Michael Power
Sole ProprietorCRD 4520009
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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