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David Duane Wrench

POWELL CAPITAL LLC·TACOMA, Washington
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938 BROADWAY, COURT C, 2ND FLOOR, TACOMA, WA 98402CRD# 5564614Firm CRD# 288994
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About

David Duane Wrench is a registered financial advisor based in TACOMA, 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# 5564614
Firm CRD# 288994
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Duane Wrench offer?
David Duane Wrench specializes in Investment Management, Fee-Only Advisory. Contact their office in TACOMA, Washington for a consultation.
What are David Duane Wrench's credentials?
David Duane Wrench is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Duane Wrench located?
David Duane Wrench is based in TACOMA, Washington, working with POWELL CAPITAL LLC. Their office serves clients in the TACOMA metropolitan area and surrounding communities.
How does David Duane Wrench charge for services?
David Duane Wrench'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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SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)BELLINGHAM (55)
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Research
Advisor Fees in WashingtonNational Fee Analysis
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