POWER PLANS

POWER PLANS is an SEC-registered investment adviser (CRD 129431). Regulatory assets under management: $5.3M.

Registration

• CRD: 129431
• Type: Registered investment adviser
• Phone: 508-660-9770
• Latest filing: 2023-03-28
• Regulatory AUM: $5.3M
• Discretionary AUM: $5.3M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129431 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search