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Building 2POWELL WEALTH

Map pinCORNELIUS, NC
Phone(704) 439-0027
NotebookSEC #801-88185
Total AUM
$229.2M
Employees
3
Clients
108

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17818 STATESVILLE RD
SUITE 221
CORNELIUS
NC 28031
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
(704) 439-0027

ReceiptFinancials

Total AUM
$229.2M
Accounts
272
Discretionary
$229.2M
Accounts
272
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
55
AUM
$17.8M
HNW Individual Clients
43
AUM
$210.5M
Corporation or Business Clients
10
AUM
$872.2K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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

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