Powelljohnson, Inc. is an adviser based in Nashville. It manages $21.71 million of regulatory assets for 172 client accounts. It has been registered with the SEC as an adviser since 2002.
Powelljohnson provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Powelljohnson, Inc. is $21.71 million. The firm's AUM has grown by 781% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Powelljohnson, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jeffrey Eldon Powell has been acting as President since 1 Aug 2002. Kizzie Dene Shipp joined the executive team most recently as the Managing Director Of Operations.
The principal office where Powelljohnson, Inc. performs its advisory services is located at 3322 West End Avenue, Nashville, TN 37203, which is also the mailing address of the firm. An additional office of the firm is in Charlotte, NC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 615-277-7000 or by fax 615-277-8870. The normal business hours are 8:00 a.m.- 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.powelljohnson.com.