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POWELL CAPITAL LLC
POWELL CAPITAL LLC
POWELL CAPITAL
GIG HARBOR, Washington
·
4 registered advisors
·
CRD# 288994
SEC# 801-111100
1
417.234.1489
01
Firm Overview
AUM
$9M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at POWELL CAPITAL LLC
4 registered advisors
David Duane Wrench
TACOMA, Washington
CRD# 5564614
James Andrew Robertson
GIG HARBOR, Washington
CRD# 6755312
Jeffrey Iseman
GIG HARBOR, Washington
CRD# 7142950
Peter Michael Mafteiu
GIG HARBOR, Washington
CRD# 1244191
05
Office Locations
GIG HARBOR, Washington
3 advisors
TACOMA, Washington
1 advisor
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Data sourced from SEC Form ADV filings. POWELL CAPITAL LLC (CRD# 288994) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.