Powering Your Retirement

Powering Your Retirement (CRD# 314812) is a financial advisory firm headquartered in San Ramon, CA. They manage $58,539,469 in 170 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2303 Camino Ramon, Suite 135, San Ramon, CA 94583
https://poweringyourretirement.com/
By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $344,350
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Powering Your Retirement
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Leonard, financial advisor San Ramon CA
Daniel W. Leonard
CRD#: 2055289
2303 Camino Ramon, Suite 135, San Ramon, CA 94583

Daniel Leonard (CRD# 2055289) is an Investment Advisor Representative working at Powering Your Retirement in San Ramon, CA and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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