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EMPOWERING FINANCIAL

BIRNBERG, JAKE

CRD 289866

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3515 MT. DIABLO BLVD, UNIT 131, LAFAYETTE, CA, 94549, United States

Phone

(510) 962-9575

Fax

(510) 740-4434

Registration

— (—)

Source

State registered

Total AUM

$1.3M

Discretionary AUM

$1.3M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-06-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals5$1.3M

All web addresses on file

Official SEC filing: View on IAPD