POWELL WEALTH
Tel: (704) 439-0027 17818 Statesville Rd Suite 221 Cornelius, North Carolina 28031
About 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
Firm CRD#:
144230
Firm SEC#:
801-88185
Assets Under Management:
$202,617,451
No. of Clients:
251
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
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