Read & Powell Financial Services, LLC

RIASEC RegisteredEst. 2021

Total AUM

$160M

Discretionary

$160M

100% of AUM

Avg account

$249K

Accounts

642

Employees

Advisory reps

Firm details

Headquarters: Elko, Nevada
CRD number: 130189
Registered since: May 26, 2021
Website: readandpowell.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI59.58%
Individuals36.52%
Charitable Organizations3.89%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Read & Powell Financial Services, LLC operates as an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm positions itself as a capital allocator serving individual and family clients alongside institutional and business clients. Its advisory scope includes financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of third-party advisers. Fee arrangements combine a percentage-of-AUM model with hourly charges. The firm does not describe itself as an active ESG investor and lists an industry affiliation with an accountant.