Prowell Financial Management, LLC

Prowell Financial Management, LLC (CRD# 281762) is a financial advisory firm headquartered in Exton, PA. They manage $8,343,637,084 in 325 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
717 Constitution Drive, Suite 102, Exton, PA 19341
http://www.prowell-financial.com/
By the Numbers
  • Total Assets Under Management
    8,344
    MILLION
  • Total Number of Accounts
    325
    ACCOUNTS
  • Average Account Value
    $25,672,729
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
The map below shows states where this firm has explicit registration only.

DE, FL, NJ, PA, TX

Financial Advisors at Prowell Financial Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Mark Prowell, financial advisor Exton PA
Mark E. Prowell
CRD#: 1781070
717 Constitution Drive, Suite 102, Exton, PA 19341

Mark Prowell (CRD# 1781070) is an Investment Advisor Representative working at Prowell Financial Management, LLC in Exton, PA and has over 36 years of experience in the finance industry.

2
Courtney Kauffman, financial advisor Exton PA
Courtney L. Kauffman
CRD#: 7469800
717 Constitution Drive, Suite 102, Exton, PA 19341

Courtney Kauffman (CRD# 7469800) is an Investment Advisor Representative working at Prowell Financial Management, LLC in Exton, PA and has 1 year of experience in the finance industry.

3
Sarah Lynch, financial advisor Exton PA
Sarah C. Lynch
CRD#: 7768882
717 Constitution Drive, Suite 102, Exton, PA 19341

Sarah Lynch (CRD# 7768882) is an Investment Advisor Representative working at Prowell Financial Management, LLC in Exton, PA and has 1 year 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.

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