Powell Financial Group

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

231 Village Commons Blvd Unit 17, Camari...

Phone Number

(805) 495-6895

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Powell Financial Group

Powell Financial Group is a wealth management firm dedicated to guiding clients through their financial journeys with a personalized approach. With over 30 years of experience, the firm emphasizes understanding and educating clients to help them achieve their unique financial goals. They offer a range of services including investment management, retirement planning, and financial education for both employers and employees. The company values integrity, collaboration, and building long-term relationships, aiming to make a positive impact on clients and the community.Explore more
Powell Financial Group's Social MediaPopular SearchesPowell Financial GroupPowell Financial Group IncDavid W Powell CoPowell Financial Group LPPowell Properties IncSIC Code 62,628NAICS Code 52,523Show more

Powell Financial Group Org Chart

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Managing Wealth Advisor & Partner & Owner

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Managing Wealth Advisor & Partner

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Founder & Wealth Advisor

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Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Powell Financial Group

<$5M
1-10
Private
-
1987
II
Iris IlaoManaging Wealth Advisor & Partner & Owner
<$5M
11-50
Private
<$5M
1985
<$5M
1-10
Private
-
2007
PS
Paul ShupePresident & Financial Advisor
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
<$5M
1-10
Private
-
-
MH
Michael HolligerManaging Partner, Private Wealth Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Powell Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Powell Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Powell Financial Group.

Powell Financial Group Tech Stack

A closer look at the technologies used by Powell Financial Group

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Frequently Asked Questions Regarding Powell Financial Group

What is Powell Financial Group's official website?
Powell Financial Group's official website is www.powellfg.com
What is Powell Financial Group's Revenue?
Powell Financial Group's revenue is <$5 Million
What is Powell Financial Group's SIC code?
Powell Financial Group's SIC: 62,628
What is Powell Financial Group's NAICS code?
Powell Financial Group's NAICS: 52,523
How many employees does Powell Financial Group have?
Powell Financial Group has 1-10 employees
What industry does Powell Financial Group belong to?
Powell Financial Group is in the industry of: Finance, Securities Trading
What is Powell Financial Group competition?
Powell Financial Group top competitors include: Pillar Wealth Management, CFG Wealth Management, Wealth Advisory Services, Holliger Financial Consultants
What technology does Powell Financial Group use?
Some of the popular technologies that Powell Financial Group uses are: DocuSign, Cloudflare Website Optimization, Google Tag Manager, FMG Suite
How do I contact Powell Financial Group?
Powell Financial Group contact info: Phone number: (805) 495-6895 Website: www.powellfg.com
What does Powell Financial Group do?

Powell Financial Group is a wealth management firm dedicated to guiding clients through their financial journeys with a personalized approach. With over 30 years of experience, the firm emphasizes understanding and educating clients to help them achieve their unique financial goals. They offer a range of services including investment management, re... tirement planning, and financial education for both employers and employees. The company values integrity, collaboration, and building long-term relationships, aiming to make a positive impact on clients and the community.Read More

What are Powell Financial Group social media links?
Powell Financial Group Linkedin page Powell Financial Group Facebook page
Is Powell Financial Group a public company?
Powell Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Powell Financial Group

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