Powering Your Retirement
Powering Your Retirement (CRD# 314812) is a financial advisory firm headquartered in San Ramon, CA. They manage $58,539,469 in 170 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management59MILLION
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Total Number of Accounts170ACCOUNTS
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Average Account Value$344,350
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Powering Your Retirement
1
Daniel Leonard (CRD# 2055289) is an Investment Advisor Representative working at Powering Your Retirement in San Ramon, CA and has over 11 years of experience in the finance industry.
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