Prowell Financial Management, LLC

Prowell Financial Management, LLC (CRD# 281762) is a financial advisory firm headquartered in Exton, PA. They manage $19,753,787 in 21 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $940,657
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

DE, FL, NJ, PA

Financial Advisors at Prowell Financial Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Eileen J. Paul
CRD#: 1822077
690 Stockton Drive, Suite 106, Exton, PA 19341
96
Wealthminder
score

Eileen Paul (CRD# 1822077) is an Investment Advisor Representative working at Prowell Financial Management, LLC in Exton, PA and has over 28 years of experience in the finance industry. Eileen Paul has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mark E. Prowell
CRD#: 1781070
690 Stockton Drive, Suite 106, Exton, PA 19341
93
Wealthminder
score

Mark Prowell (CRD# 1781070) is an Investment Advisor Representative working at Prowell Financial Management, LLC in Exton, PA and has over 28 years of experience in the finance industry.

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