THE POWELL FINANCIAL GROUP, INC.
CRD #123689 SEC #801-68725 MARTINSVILLE, NJ 732-564-0742
SEC Registered
Total AUM
$121.9M
Discretionary
$119.5M
Employees
5
Clients
1
Accounts
369
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2015 | $132.9M | $130.4M | $2.5M | 5 | 100 |
| Mar 2014 | $132.9M | $130.4M | $2.5M | 5 | 100 |
| Nov 2013 | $121.9M | $119.5M | $2.5M | 5 | 100 |
| Mar 2013 | $121.9M | $119.5M | $2.5M | 5 | 100 |
| Mar 2012 | $115.5M | $112M | $3.5M | 1 | 26 |
| Dec 2011 | $104.6M | $98.6M | $6M | 1 | 101 |
| Mar 2011 | $104.6M | $98.6M | $6M | 5 | -- |
| Dec 2010 | $96.1M | $84M | $12.1M | 5 | -- |
| Mar 2009 | $60.9M | $45.9M | $14.9M | 5 | -- |
| Jan 2008 | $86.4M | $32.2M | $54.2M | 5 | -- |
DateJan 2015
Total AUM$132.9M
Discretionary$130.4M
Non-Disc.$2.5M
Employees5
Clients100
DateMar 2014
Total AUM$132.9M
Discretionary$130.4M
Non-Disc.$2.5M
Employees5
Clients100
DateNov 2013
Total AUM$121.9M
Discretionary$119.5M
Non-Disc.$2.5M
Employees5
Clients100
DateMar 2013
Total AUM$121.9M
Discretionary$119.5M
Non-Disc.$2.5M
Employees5
Clients100
DateMar 2012
Total AUM$115.5M
Discretionary$112M
Non-Disc.$3.5M
Employees1
Clients26
DateDec 2011
Total AUM$104.6M
Discretionary$98.6M
Non-Disc.$6M
Employees1
Clients101
DateMar 2011
Total AUM$104.6M
Discretionary$98.6M
Non-Disc.$6M
Employees5
Clients--
DateDec 2010
Total AUM$96.1M
Discretionary$84M
Non-Disc.$12.1M
Employees5
Clients--
DateMar 2009
Total AUM$60.9M
Discretionary$45.9M
Non-Disc.$14.9M
Employees5
Clients--
DateJan 2008
Total AUM$86.4M
Discretionary$32.2M
Non-Disc.$54.2M
Employees5
Clients--