Powers Advisory Group

EST. AUM
$329,500,201

CONTACTS
3

CLIENT ACCOUNTS
1,603

Firm Details

Metro area St. Louis
CRD Number 172252
Website powersinvest.com
Client types

Overview

Powers Advisory Group is an independent investment advisory firm based in Highland, IL. The firm’s professionals have a combined 30 years of experience in the financial industry and have worked with institutions such as Citigroup (Smith Barney), Edward Jones, and NFP Securities. The firm provides investment advisory services to individuals and businesses and operates on a fee-based structure. As a registered investment advisor, it follows a fiduciary standard. Powers Advisory Group structures client portfolios based on a core strategy that emphasizes dividend and interest income. Client assets are held with an external custodian, primarily Charles Schwab Institutional, allowing for independent management. The firm utilizes research and technology from established investment firms.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Powers Advisory Group

Platform Details

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