POWELL WEALTH - Financial Advisor in North Carolina, Cornelius

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

No. of Advisors:

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

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Top Financial Advisory Firms in North Carolina, Cornelius

FirmCRD#:154116

SEC#:801-113754

No. of Advisors:8

No. of Clients:1740

AUM:$388,282,637

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

ASPIRE PRIVATE CAPITAL

154116

801-113754

1740

$388,282,637

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