Power Asset Management LLC

RIASEC Registered

Total AUM

$175M

Discretionary

$175M

100% of AUM

Avg account

$2.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 128580
Registered since: September 26, 2003
Website: powerassetmanagement.com
Custodians: CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: HNWI100%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Power Asset Management LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm is SEC-registered (initial registration in 2003) and charges clients on a percentage-of-assets-under-management basis. Its advisory activity centers on discretionary portfolio management for individuals and small businesses, and it also manages portfolios for business or institutional clients. The firm reports a fixed-income orientation, is not an active ESG investor, and does not operate as a capital allocator.