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Joseph William Powers

GREAT DIAMOND PARTNERS, LLC·PORTLAND, Maine
Clean recordGREAT DIAMOND PARTNERS, LLC
22 MONUMENT SQUARE, PORTLAND, ME 04101CRD# 2465108Firm CRD# 299598

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph William Powers · PORTLAND, ME
Registration
CRD #2465108 · GREAT DIAMOND PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Joseph William Powers is a registered financial advisor based in PORTLAND, Maine, affiliated with GREAT DIAMOND PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GREAT DIAMOND PARTNERS, LLC
GREAT DIAMOND PARTNERS, LLC
AUM
$649M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at GREAT DIAMOND PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2465108
Firm CRD# 299598
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph William Powers offer?
Joseph William Powers specializes in Financial Planning, Investment Management. Contact their office in PORTLAND, Maine for a consultation.
What are Joseph William Powers's credentials?
Joseph William Powers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph William Powers located?
Joseph William Powers is based in PORTLAND, Maine, working with GREAT DIAMOND PARTNERS, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Joseph William Powers charge for services?
Joseph William Powers's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREAT DIAMOND PARTNERS, LLC?
GREAT DIAMOND PARTNERS, LLC has approximately 8 employees and manages $649M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GREAT DIAMOND PARTNERS, LLC

Steven Edward Tenney
PORTLAND, ME
Helen Elizabeth Andreoli
PORTLAND, ME
John M Piper
PORTLAND, ME

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Research
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