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Building 2PROWELL FINANCIAL MANAGEMENT, LLC

Map pinEXTON, PA
Phone484-359-4057
NotebookSEC #801-108292
Total AUM
$6.9B
Employees
4
Clients
74

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
717 CONSTITUTION DRIVE
SUITE 102
EXTON
PA 19341
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
484-359-4057
Other Offices
1

ReceiptFinancials

Total AUM
$6.9B
Accounts
404
Discretionary
$1.3B
Accounts
319
Non-Discretionary
$5.6B
Accounts
85

ContactClients

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Individual Clients
23
AUM
$44.3M
HNW Individual Clients
34
AUM
$6.6B
Charitable Organization Clients
8
AUM
$165.8M
Corporation or Business Clients
9
AUM
$22.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLANJPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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