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James Andrew Robertson

POWELL CAPITAL LLC·GIG HARBOR, Washington
Unclaimed Profile
7191 WAGNER WAY, NW, SUITE 304, GIG HARBOR, WA 98335CRD# 6755312Firm CRD# 288994
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About

James Andrew Robertson is a registered financial advisor based in GIG HARBOR, Washington, affiliated with POWELL CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
POWELL CAPITAL LLC
POWELL CAPITAL
AUM
$9M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at POWELL CAPITAL LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6755312
Firm CRD# 288994
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Andrew Robertson offer?
James Andrew Robertson specializes in Investment Management, Fee-Only Advisory. Contact their office in GIG HARBOR, Washington for a consultation.
What are James Andrew Robertson's credentials?
James Andrew Robertson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Andrew Robertson located?
James Andrew Robertson is based in GIG HARBOR, Washington, working with POWELL CAPITAL LLC. Their office serves clients in the GIG HARBOR metropolitan area and surrounding communities.
How does James Andrew Robertson charge for services?
James Andrew Robertson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POWELL CAPITAL LLC?
POWELL CAPITAL LLC has approximately 3 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GIG HARBOR
Ronald Jay Robertson — GENESIS CAPITAL LLCDonald Francis Cox — PACIFIC ASSET MANAGEMENT, LLCGary Lee Lucy — PACIFIC ASSET MANAGEMENT, LLCEdward Donald Smith — P3 ASSET MANAGEMENT, LLCRichard Kent Baird — HARBORVIEW ASSET MANAGEMENT LLC
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
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Research
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