POWELL INVESTMENT ADVISORS, LLC

3444 Main Highway
Second Floor
Miami, Florida 33133
Tel: 786-470-3480

About POWELL INVESTMENT ADVISORS, LLC

POWELL INVESTMENT ADVISORS, LLC, formally registered with the SEC as POWELL INVESTMENT ADVISORS, LLC. The firm was established in 03/21/2012. They have over 1 offices throughout the country.

POWELL INVESTMENT ADVISORS, LLC is a Miami, Florida based Financial Planning firm with nearly $517,946,712 assets under management, offering retirement planning & investment advisory services to 311 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	160333
SEC#	801-74420
Assets Managed by Firm	$517,946,712
No. of Clients	311
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	311	$517,946,712
High net worth individuals	55	$462,455,234
Charitable organizations	Fewer than 5 clients	$2,459,046

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