EMPOWERING FINANCIAL
Firm details
- Headquarters
- BERKELEY, California
- CRD number
- 289866
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Empowering Financial operates as a sole proprietorship, focusing on a range of financial services including financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm also engages in educational seminars and workshops, aiming to enhance client understanding of financial matters. While it does not actively pursue ESG investments, it serves a diverse client base through a fee structure that includes a percentage of assets under management, fixed fees, and commissions.
Assets & Accounts
Public Holdings
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 1JAKE BIRNBERG
Financial PlannerCRD 1747677
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BERKELEY, CA
ALAMEDA
Location
BERKELEY, CA
Headquartered in BERKELEY, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- ALAMEDA
- Address
- 2161 Shattuck Ave
- Time zone
- PT (UTC-8)
- Office locations
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