Empowerment Financial Guidance, LLC
Empowerment Financial Guidance, LLC (CRD# 304421) is a financial advisory firm headquartered in San Jose, CA. They manage $15,862,662 in 46 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management16MILLION
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Total Number of Accounts46ACCOUNTS
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Average Account Value$344,840
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Empowerment Financial Guidance, LLC
1
Margaret Stephan (CRD# 4057895) is an Investment Advisor Representative working at Empowerment Financial Guidance, LLC in San Jose, CA and has over 14 years of experience in the finance industry.
2
William Weihman (CRD# 4949679) is an Investment Advisor Representative working at Empowerment Financial Guidance, LLC in San Jose, CA and has over 18 years of experience in the finance industry.
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