READ & POWELL FINANCIAL SERVICES, LLC

491 5th Street
Elko, Nevada 89801
Tel: 775-738-4430

About READ & POWELL FINANCIAL SERVICES, LLC

READ & POWELL FINANCIAL SERVICES, LLC, formally registered with the SEC as READ & POWELL FINANCIAL SERVICES, LLC. The firm was established in 05/26/2021. They have over 1 offices throughout the country.

READ & POWELL FINANCIAL SERVICES, LLC is a Elko, Nevada based Financial Planning firm with nearly $127,954,484 assets under management, offering retirement planning & investment advisory services to 601 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	130189
SEC#	801-121309
Assets Managed by Firm	$127,954,484
No. of Clients	601
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	601	$127,954,484
Individuals (other than high net worth individuals)	34	$52,639,113
High net worth individuals	431	$69,872,101
Charitable organizations	1	$5,443,270

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