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Building 2THE POWELL FINANCIAL GROUP, INC.

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Phone732-564-0742
NotebookSEC #801-68725
Total AUM
$132.9M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Phone
732-564-0742

ReceiptFinancials

Total AUM
$132.9M
Accounts
377
Discretionary
$130.4M
Accounts
372
Non-Discretionary
$2.5M
Accounts
5

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVICE ON MATTERS NOT INVOLVING SECURITIES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJPAVA

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

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