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Ronald Powell

ELEVAGE PARTNERS, LLC·SPRINGFIELD, Massachusetts
Unclaimed Profile
819 WORCESTER STREET, SPRINGFIELD, MA 01151CRD# 5981124Firm CRD# 158386
01

About

Ronald Powell is a registered financial advisor based in SPRINGFIELD, Massachusetts, affiliated with ELEVAGE PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
ELEVAGE PARTNERS, LLC
ELEVAGE PARTNERS, LLC
AUM
$144M
Regulatory assets under management
Employees
10
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5981124
Firm CRD# 158386
No disclosures on file
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05

Frequently Asked Questions

What services does Ronald Powell offer?
Ronald Powell specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SPRINGFIELD, Massachusetts for a consultation.
What are Ronald Powell's credentials?
Ronald Powell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronald Powell located?
Ronald Powell is based in SPRINGFIELD, Massachusetts, working with ELEVAGE PARTNERS, LLC. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.
How does Ronald Powell charge for services?
Ronald Powell's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELEVAGE PARTNERS, LLC?
ELEVAGE PARTNERS, LLC has approximately 10 employees and manages $144M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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