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Building 2READ & POWELL FINANCIAL SERVICES, LLC

Map pinELKO, NV
Phone775-738-4430
NotebookSEC #801-121309
Total AUM
$159.7M
Employees
3
Clients
530

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
491 5TH STREET
ELKO
NV 89801
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
775-738-4430

ReceiptFinancials

Total AUM
$159.7M
Accounts
642
Discretionary
$159.7M
Accounts
642
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
473
AUM
$58.3M
HNW Individual Clients
56
AUM
$95.1M
Charitable Organization Clients
1
AUM
$6.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
IDNHNVUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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