Overview
Assets Under Management: $8.1 billion
Headquarters: EXTON, PA
High-Net-Worth Clients: 31
Average Client Assets: $252 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.63
Average High-Net-Worth Client Assets: $252 million
Total Client Accounts: 367
Discretionary Accounts: 286
Non-Discretionary Accounts: 81
Regulatory Filings
CRD Number: 281762
Last Filing Date: 2025-02-25 00:00:00
Website: HTTP://WWW.PROWELL-FINANCIAL.COM/