Powell Financial Partners

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

401 E 8th St, Georgetown, Texas, 78626, ...

Phone Number

(512) 249-6780

Revenue

$5.5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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ZI Rank
1
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About Powell Financial Partners

Powell Investment Partners is a boutique investment management firm that specializes in personalized financial planning and wealth management services. They focus on helping clients build, protect, and transition their wealth through tailored solutions in retirement planning, estate planning, and insurance. As a family-owned business, they prioritize understanding their clients' goals and values, ensuring that their financial interests align. Their comprehensive approach aims to simplify the complexities of finance, making it easier for clients to achieve their financial dreams.Explore more
Powell Financial Partners's Social MediaPopular SearchesPowell Financial PartnersPowell Financial Partners LLCMickey Powell FinancialDana Michael Powell Dba Powell Financial PartnersMickey Powell Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Powell Financial Partners Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Powell Financial Partners

$5.5M
1-10
Private
-
2013
NN
NIkki NiehausRegistered Assistant
<$5M
11-50
Private
-
2016
N/A
<$5M
11-50
Private
<$5M
2004
Jacob Tyner, President at Semmax Financial Group
Jacob TynerPresident
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
11-50
Private
-
2015
AR
Andrew RafalPresident & Founder
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Powell Financial Partners Tech Stack

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Frequently Asked Questions Regarding Powell Financial Partners

What is Powell Financial Partners's official website?
Powell Financial Partners's official website is www.powellfinancialpartners.com
What is Powell Financial Partners's Revenue?
Powell Financial Partners's revenue is $5.5 Million
What is Powell Financial Partners's SIC code?
Powell Financial Partners's SIC: 62,628
What is Powell Financial Partners's NAICS code?
Powell Financial Partners's NAICS: 52,523
How many employees does Powell Financial Partners have?
Powell Financial Partners has 1-10 employees
What industry does Powell Financial Partners belong to?
Powell Financial Partners is in the industry of: Finance, Securities Trading
What is Powell Financial Partners competition?
Powell Financial Partners top competitors include: Fernandes Wealth Management, Semmax Financial Group, Copper Canyon Wealth Management, The Holland Group
What companies has Powell Financial Partners acquired?
Powell Financial Partners has acquired the companies: Cetera Financial Institutions, Cetera Financial Institutions, Sweeney Kovar, HD Vest Financial Services
What technology does Powell Financial Partners use?
Some of the popular technologies that Powell Financial Partners uses are: Cloudflare Website Optimization, Datadog, Neustar UltraDNS, Google Tag Manager
How do I contact Powell Financial Partners?
Powell Financial Partners contact info: Phone number: (512) 249-6780 Website: www.powellfinancialpartners.com
What does Powell Financial Partners do?

Powell Investment Partners is a boutique investment management firm that specializes in personalized financial planning and wealth management services. They focus on helping clients build, protect, and transition their wealth through tailored solutions in retirement planning, estate planning, and insurance. As a family-owned business, they prioriti... ze understanding their clients' goals and values, ensuring that their financial interests align. Their comprehensive approach aims to simplify the complexities of finance, making it easier for clients to achieve their financial dreams.Read More

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

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