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Building 2POWELL INVESTMENT ADVISORS, LLC

Map pinMIAMI, FL
Phone786-470-3480
NotebookSEC #801-74420
Total AUM
$648M
Employees
2
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3444 MAIN HIGHWAY
SECOND FLOOR
MIAMI
FL 33133
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
786-470-3480

ReceiptFinancials

Total AUM
$648M
Accounts
354
Discretionary
$648M
Accounts
354
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
59
AUM
$586.7M
Pooled Vehicle Clients
2
AUM
$61.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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