PROWELL FINANCIAL MANAGEMENT, LLC

717 Constitution Drive
Suite 102
Exton, Pennsylvania 19341
Tel: 484-359-4057

About PROWELL FINANCIAL MANAGEMENT, LLC

PROWELL FINANCIAL MANAGEMENT, LLC, formally registered with the SEC as PROWELL FINANCIAL MANAGEMENT, LLC. The firm was established in 08/22/2016. They have over 2 offices throughout the country.

PROWELL FINANCIAL MANAGEMENT, LLC is a Exton, Pennsylvania based Financial Planning firm with nearly $8,094,993,369 assets under management, offering retirement planning & investment advisory services to 367 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281762
SEC#	801-108292
Assets Managed by Firm	$8,094,993,369
No. of Clients	367
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	367	$8,094,993,369
Individuals (other than high net worth individuals)	15	$20,532,021
High net worth individuals	31	$7,821,869,578
Charitable organizations	5	$234,309,210
Corporations or other businesses	9	$18,282,560

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VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
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