THE POWELL FINANCIAL GROUP, INC.

2 registered advisors·CRD# 123689
SEC# 801-68725732-564-0742
01

Firm Overview

AUM
$133M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at THE POWELL FINANCIAL GROUP, INC.

2 registered advisors
Patricia Ann Powell
MARTINSVILLE, New Jersey
Rosa Maria Cubeiro-Iglesias
MARTINSVILLE, New Jersey
05

Office Locations

MARTINSVILLE, New Jersey
2 advisors

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Data sourced from SEC Form ADV filings. THE POWELL FINANCIAL GROUP, INC. (CRD# 123689) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.