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Sifredo Asencio

27 Years of Experience
Greenwood Village, CO
Broker

Sifredo Asencio is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 27 years of industry experience. Sifredo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 250,707 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1613 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K - $400K0.30%
$400K+0.20%

EAG reserves the right to offer discounted fees or waive periodic fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Sifredo is a board member at Farmworker Coordinating Council of Palm Beach County, Inc., a non-profit and charitable organization. He serves as chair of the fundraising committee, volunteers on the scholarship committee and personnel committee, dedicating minimal time.

Employment History
Current Registrations
Empower Advisory Group, LLC
August 2023 - Present · 2 yrs 9 mos
Empower Financial Services, INC.
April 2022 - Present · 4 yrs 1 mo
Empower Financial Services, INC.Broker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Prudential Investment Management Services LLCBroker
October 2018 - April 2022 · 3 yrs 6 mos
Quest Capital Strategies, INC.Broker
March 2012 - September 2018 · 6 yrs 6 mos
Mutual of America Life Insurance CompanyBroker
June 2011 - October 2011 · 4 mos
Mutual of America Securities CorporationBroker
June 2011 - October 2011 · 4 mos
Signator Investors, INC.Broker
June 2009 - June 2011 · 2 yrs
Metlife Securities INC.Broker
January 2007 - June 2009 · 2 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
January 2007 - July 2007 · 6 mos
Prudential Investment Management Services LLCBroker
May 2002 - February 2007 · 4 yrs 9 mos
Diversified Investors Securities CORP.Broker
January 1998 - April 2002 · 4 yrs 3 mos
State Registrations46 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.