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POWELL FINANCIAL, INC.
CORNELIUS, NC
(704) 439-0027
SEC #801-68349Total AUM
$47.4M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
17818 STATESVILLE RD
SUITE 221
CORNELIUS
NC 28031
United States
SUITE 221
CORNELIUS
NC 28031
United States
Operating Hours
8AM-5PM
Monday - Friday
Monday - Friday
Phone
(704) 439-0027
Financials
Total AUM
$47.4M
Accounts
206Discretionary
$47.4M
Accounts
206Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NC
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.