POWER FINANCIAL PARTNERS, LLC
CRD #324253 SEC #801-127238 TAMPA, FL 813-212-2125
SEC Registered
Total AUM
$271.6M
Discretionary
$214.2M
Employees
3
Clients
51
Accounts
256
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNSTEIN, DANIEL, ADAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BERNSTEIN, DANIEL, ADAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CNSL MANAGEMENTENTERPRISES,LLC | DE | MANAGING MEMBER | E | Control |
| CNSL MANAGEMENTENTERPRISES,LLC | DE | MANAGING MEMBER | E | Control |
| MACHLIN, ROGER, SVERRE | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MACHLIN, ROGER, SVERRE | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MACHLIN, ROGER, SVERRE | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MACHLIN, ROGER, SVERRE | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MACHLIN, ROGER, SVERRE | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MACHLIN, ROGER, SVERRE | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 10, 2025 REGISTERED
Notice Filings (1)
FL
Address
5401 W KENNEDY BLVD.STE. 1020
TAMPA, FL 33609
United States
Phone: 813-212-2125