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The Powell Financial Group, Inc. (Gladstone)


The Powell Financial Group, Inc. is a large advisory firm based in Gladstone. It manages $132.85 million of regulatory assets for 377 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida, New Jersey, Pennsylvania, and Virginia.

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The Powell Financial Group provides financial planning services, portfolio management for individuals and small businesses, and advice on matters not involving securities. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Powell Financial Group: assets under management

The assets under management (AUM) of The Powell Financial Group, Inc. is $132.85 million. The firm's AUM has grown by 54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $130.39 million in discretionary accounts and $2.46 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $350.52 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $491.89 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Powell Financial Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Gladstone

The principal office where The Powell Financial Group, Inc. performs its advisory services is located at C/O Patricia Powell, Gladstone, NJ 07934 The mailing address of the firm is Po Box 339, Martinsville, NJ 08836. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 732-564-0742. The normal business hours are 9:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at powellfinancialgroup.com.


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