Alice Nancy Finn
Investment adviser representative at Powerhouse Assets LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$214.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Powerhouse Assets LLCJun 2011 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Powerhouse Assets LLC
$214.8MAssets managed
61Clients
3Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4361136
- Firm CRD
- 157538