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Pwr Financial Holdings LLC (Braintree)


Pwr Financial Holdings LLC is a large advisory firm based in Braintree. It manages $105.02 million of regulatory assets for 533 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, and 6 other states.

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Pwr Financial Holdings provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pwr Financial Holdings: assets under management

The assets under management (AUM) of Pwr Financial Holdings LLC is $105.02 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $105.02 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $197.04 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pwr Financial Holdings LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Braintree

The principal office where Pwr Financial Holdings LLC performs its advisory services is located at 100 Grandview Rd, Braintree, MA 02184, which is also the mailing address of the firm. An additional office of the firm is in Concord, NH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-849-9200 or by fax 781-849-0677. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.usfallc.com.


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