E. E. POWELL & COMPANY INC.
Firm details
- Headquarters
- SEVEN FIELDS, Pennsylvania
- CRD number
- 3063
- Registered since
- February 20, 1960
- Website
- eepowell.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
E. E. Powell & Company Inc. is a small, long‑standing broker‑dealer and SEC‑registered advisory entity (registration dating to 1960) organized as a corporation with individual ownership. The firm provides portfolio management for individuals and small businesses and operates with a fee approach that can include a percentage of assets under management as well as hourly charges. FINTRX classifies the firm as unclassified and does not list it as a capital allocator, a multi‑state adviser, or an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7JOSEPH NIESSLEIN
BrokerCRD 3057789
TERRY MCCULLOUGH
PrincipalCRD 326429
JOANN RODKEY
Registered RepresentativeCRD 5635224
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SEVEN FIELDS, PA
BUTLER
Location
SEVEN FIELDS, PA
Headquartered in SEVEN FIELDS, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- BUTLER
- Address
- 200 Northpointe Cir
- Time zone
- ET (UTC-5)
- Office locations
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