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Read & Powell Financial Services, LLC

Headquartered in ELKO, NV

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Firm Information

Read & Powell Financial Services, LLC is a Registered Investment Adviser (RIA) based in Elko, NV. They offer financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $127,954,484 in assets for 601 clients, including high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. They also participate in wrap fee programs.

Read & Powell Financial Services, LLC

491 5TH STREET

ELKO, NV 89801

$127.95M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

READ & POWELL FINANCIAL SERVICES, LLC has a total of 1 branch locations across the country.

Advisors at Read & Powell Financial Services, LLC

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Disclosures

There are no public disclosures for Read & Powell Financial Services, LLC.

Frequently Asked Questions (6)

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