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Patricia Ann Powell

THE POWELL FINANCIAL GROUP, INC.·MARTINSVILLE, New Jersey
Unclaimed Profile
792 CHIMNEY ROCK ROAD, MARTINSVILLE, NJ 08836CRD# 1314639Firm CRD# 123689
01

About

Patricia Ann Powell is a registered financial advisor based in MARTINSVILLE, New Jersey, affiliated with THE POWELL FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE POWELL FINANCIAL GROUP, INC.
THE POWELL FINANCIAL GROUP, INC.
AUM
$133M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at THE POWELL FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1314639
Firm CRD# 123689
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patricia Ann Powell offer?
Patricia Ann Powell specializes in Financial Planning, Investment Management. Contact their office in MARTINSVILLE, New Jersey for a consultation.
What are Patricia Ann Powell's credentials?
Patricia Ann Powell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Ann Powell located?
Patricia Ann Powell is based in MARTINSVILLE, New Jersey, working with THE POWELL FINANCIAL GROUP, INC.. Their office serves clients in the MARTINSVILLE metropolitan area and surrounding communities.
How does Patricia Ann Powell charge for services?
Patricia Ann Powell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE POWELL FINANCIAL GROUP, INC.?
THE POWELL FINANCIAL GROUP, INC. has approximately 5 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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