Investment Adviser
Powell Wealth - Investment Advisers
Legal name: Powell Financial, Inc.
Investment Adviser headquartered in Cornelius, North Carolina · Invest
About Powell Wealth
Powell Wealth is an investment adviser headquartered in Cornelius, North Carolina. It reports regulatory assets under management of $229.2M. SEC-registered investment advisers that manage portfolios and provide financial advice.
Key Facts
- Assets Under Management
- $229.2M
- Employees
- 3
- SEC File Number
- 801-88185
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