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POWELL WEALTH
Tel: (704) 439-0027
17818 Statesville Rd Suite 221
Cornelius, North Carolina 28031
POWELL WEALTH
POWELL WEALTH is a Cornelius, North Carolina based financial advisory firm with nearly $202,617,451 in assets under management and provides investment advisory services for 251 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
144230
SEC#:
801-88185
No. of Clients:
251
Assets under Management
$202,617,451
No. of Advisors:
4
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