Powell Investment Advisors, LLC

Powell Investment Advisors, LLC (CRD# 160333) is a financial advisory firm headquartered in Coral Gables, FL. They manage $159,642,389 in 158 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
550 South Dixie Highway, Suite 300, Coral Gables, FL 33146
http://www.powellinvestmentadvisors.com
By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    158
    ACCOUNTS
  • Average Account Value
    $1,010,395
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Powell Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jesse Wachs, financial advisor Coral Gables FL
Jesse A. Wachs
CRD#: 4437874
550 South Dixie Highway, Suite 300, Coral Gables, FL 33146
96
Wealthminder
score

Jesse Wachs (CRD# 4437874) is an Investment Advisor Representative working at Powell Investment Advisors, LLC in Coral Gables, FL and has over 15 years of experience in the finance industry.

2
Todd Gross, financial advisor Coral Gables FL
Todd J. Gross
CRD#: 5105277
550 South Dixie Highway, Suite 300, Coral Gables, FL 33146
90
Wealthminder
score

Todd Gross (CRD# 5105277) is an Investment Advisor Representative working at Powell Investment Advisors, LLC in Coral Gables, FL and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals