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POWER PLANS

JOHN R. POWER DBA

CRD 129431

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$5.3M

Discretionary AUM

$5.3M

Team

1 total employees; 1 advisory reps; 8 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Sole Proprietorship

Filing date

2023-03-28

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals6$1.9M
High net worth individuals10$3.4M

Official SEC filing: View on IAPD