PA
PA

Paul Armenta

23 Years of Experience
Greenwood Village, CO
Broker

Paul Armenta is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 23 years of industry experience. Paul 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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Employment History
Current Registrations
Empower Advisory Group, LLC
April 2024 - Present · 2 yrs 3 mos
Empower Financial Services, INC.Broker
September 2014 - Present · 11 yrs 10 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - August 2013 · 10 mos
J.P. Morgan Institutional Investments INC.Broker
August 2011 - September 2014 · 3 yrs 1 mo
Chase Investment Services CORP.Broker
December 2006 - October 2012 · 5 yrs 10 mos
J.P. Morgan Institutional Investments INC.Broker
April 2005 - December 2006 · 1 yr 8 mos
J. P. Morgan Invest, LLCBroker
July 2003 - November 2005 · 2 yrs 4 mos
American Century Investment Services INC.Broker
January 2003 - July 2003 · 6 mos
State Registrations45 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.