DOCEMPOWERED, LLC
Firm details
- Headquarters
- BALTIMORE, Maryland
- CRD number
- 331732
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
Docempowered, LLC is an individually owned limited liability company that emphasizes financial planning and client education rather than traditional asset-management services. The firm lists financial planning services and educational seminars/workshops among its advisory activities and bills clients using hourly charges and fixed fees. Regulatory details in the record are sparse: the adviser is not identified as a capital allocator, is not active on ESG mandates, is not a multi-state adviser, and is not positioned as a pension consultant or a related 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
Contacts
1 of 1Stanley Liu
Founder & Financial PlannerCRD 7947357
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BALTIMORE, MD
BALTIMORE CITY
Location
BALTIMORE, MD
Headquartered in BALTIMORE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- BALTIMORE CITY
- Address
- 3030 Greenmount Ave
- Time zone
- ET (UTC-5)
- Office locations
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