PROWELL FINANCIAL MANAGEMENT, LLC

EXTON, Pennsylvania·3 registered advisors·CRD# 281762
SEC# 801-1082920484-359-4057
01

Firm Overview

AUM
$8.3B
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PROWELL FINANCIAL MANAGEMENT, LLC

3 registered advisors
Courtney Lynn Kauffman
EXTON, Pennsylvania
Mark Edward Prowell
EXTON, Pennsylvania
Sarah Cook Lynch
EXTON, Pennsylvania
05

Office Locations

EXTON, Pennsylvania
3 advisors

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Data sourced from SEC Form ADV filings. PROWELL FINANCIAL MANAGEMENT, LLC (CRD# 281762) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.