Overview
Assets Under Management: $160 million
Headquarters: ELKO, NV
High-Net-Worth Clients: 56
Average Client Assets: $1.7 million
Frequently Asked Questions
READ & POWELL FINANCIAL SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130189), READ & POWELL FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
READ & POWELL FINANCIAL SERVICES, LLC is headquartered in ELKO, NV.
READ & POWELL FINANCIAL SERVICES, LLC serves 56 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, READ & POWELL FINANCIAL SERVICES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
READ & POWELL FINANCIAL SERVICES, LLC manages $160 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, READ & POWELL FINANCIAL SERVICES, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.58%
Average Client Assets: $1.7 million
Total Client Accounts: 642
Discretionary Accounts: 642
Regulatory Filings
CRD Number: 130189
Filing ID: 2075339
Last Filing Date: 2026-03-17 16:31:31