Michael R. Power

POWER ASSET MANAGEMENT LLC

LOS ANGELES, CA 90067

Some features on this profile are disabled

CRD#: 2124029

Professional summary

Michael Richard Power is a registered financial advisor currently at POWER ASSET MANAGEMENT LLC located in Los Angeles, California and POWER FORWARD MANAGEMENT, LLC located in Los Angeles, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Michael has worked at 10 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Richard Power's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 28, 2010 - Present

POWER ASSET MANAGEMENT LLC

Office #1: 1901 Avenue Of The Stars Suite 200, Los Angeles, CA 90067

RIA

CRD#: 128580

LOS ANGELES, CA

Current

September 13, 2024 - Present

POWER FORWARD MANAGEMENT, LLC

Office #1: 1901 Avenue Of The Stars Suite 200, Los Angeles, CA 90067

RIA

CRD#: 332095

LOS ANGELES, CA

Past

March 8, 2024 - March 28, 2025

AFFINITY INVESTMENT ADVISORS, LLC

RIA

CRD#: 108278

LOS ANGELES, CA

Past

July 21, 2009 - December 31, 2009

POWER ASSET MANAGEMENT LLC

RIA

CRD#: 128580

EL SEGUNDO, CA

Past

June 20, 2007 - August 13, 2008

MUTUAL SECURITIES, INC.

CRD#: 13092

AGOURA HILLS, CA

Past

September 16, 2002 - March 25, 2004

HOWARD CAPITAL MANAGEMENT

RIA

CRD#: 106951

LOS ANGELES, CA

Past

October 4, 2001 - October 30, 2003

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

October 20, 2000 - October 4, 2001

FIRST FUND DISTRIBUTORS, INC.

CRD#: 27038

PHOENIX, AZ

Past

February 16, 2000 - June 8, 2000

FIRST FUND DISTRIBUTORS, INC.

CRD#: 27038

PHOENIX, AZ

Past

April 24, 1998 - October 27, 1998

FIRST FUND DISTRIBUTORS, INC.

CRD#: 27038

PHOENIX, AZ

Past

October 12, 1994 - May 13, 1998

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

November 26, 1993 - December 19, 1994

FIRST DUNBAR SECURITIES CORPORATION

CRD#: 17901

EAST BERLIN, CT

Past

March 15, 1991 - December 13, 1991

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

POWER ASSET MANAGEMENT LLC

POWER ASSET MANAGEMENT | POWER-HAMLET, LLC | POWER ASSET MANAGEMENT LLC

CRD#: 128580 / SEC#: 801-62399

RIA

Registered Investment Advisory firm - (9/26/2003 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/28/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/20/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/21/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/12/1991

General Securities Representative Examination

Current Firm

POWER ASSET MANAGEMENT LLC

POWER ASSET MANAGEMENT | POWER-HAMLET, LLC | POWER ASSET MANAGEMENT LLC

CRD#: 128580 / SEC#: 801-62399

RIA

Registered Investment Advisory firm - (9/26/2003 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1901 Avenue Of The Stars Suite 200, Los Angeles, CA 90067

Mailing Address

Phone number

(310) 461-1330

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PAM - FORM ADV PART 2A - FIRM BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	38
AUM (Assets Under Management)	$ 189,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Jon Neuhaus

MORGAN STANLEY

IAR

El Segundo, CA

John Powell

EQUITABLE ADVISORS, LLC

IAR

Los Angeles, CA

Danielle Barrios

MORGAN STANLEY

IAR

Beverly Hills, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael R. Power

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Richard Power's CRS (Customer Relationship Summary).

Certified licenses

Experience

POWER FORWARD MANAGEMENT, LLC

AFFINITY INVESTMENT ADVISORS, LLC

POWER ASSET MANAGEMENT LLC

MUTUAL SECURITIES, INC.

HOWARD CAPITAL MANAGEMENT

QUASAR DISTRIBUTORS, LLC

FIRST FUND DISTRIBUTORS, INC.

FIRST FUND DISTRIBUTORS, INC.

FIRST FUND DISTRIBUTORS, INC.

UBS FINANCIAL SERVICES INC.

FIRST DUNBAR SECURITIES CORPORATION

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

POWER ASSET MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/20/2009

Series 63

Date: 3/21/1991

Series 7

Date: 3/12/1991

Current Firm

POWER ASSET MANAGEMENT LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

POWER ASSET MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors