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Power Financial Partners, LLC

● SEC registered since 2023CRD 324253SEC# 801-127238Tampa, FL
Export (members)
Reg. AUM
$271.6M
Employees
3
Accounts
256
Location
Tampa, FL

Power Financial Partners, LLC assets under management

Power Financial Partners, LLC is an investment advisory firm registered with the SEC based in Tampa, FL. The firm has been registered since 2023. It reports $271.6 million in regulatory assets under management and employs 3 people.
www.powerfinancialpartners.comView on SEC.gov ↗

Power Financial Partners, LLC owners & executives

1 reported
NameTitleOwnershipSince
Roger Sverre MacHlin ControlMember And Chief Compliance OfficerOver 75%2023

Frequently asked questions

How much does Power Financial Partners, LLC manage?

Power Financial Partners, LLC reports $271.6 million in regulatory assets under management on its Form ADV.

How many employees does Power Financial Partners, LLC have?

Power Financial Partners, LLC reports 3 employees.

Where is Power Financial Partners, LLC located?

Power Financial Partners, LLC is based in Tampa, FL and has been SEC-registered since 2023.

Does Power Financial Partners, LLC disclose fund performance?

Power Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5401 W Kennedy Blvd., Ste. 1020, Tampa, FL 33609
Phone813-212-2125
Office hours8a.m.-5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$214.2M
Non-discretionary$57.4M
Total (RAUM)$271.6M