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Prowell Financial Management, LLC

● SEC registered since 2016CRD 281762SEC# 801-108292Exton, PA
Export (members)
Reg. AUM
$8.09B
Employees
4
Accounts
367
Location
Exton, PA

Prowell Financial Management, LLC assets under management

Prowell Financial Management, LLC operates as an SEC-registered investment adviser based in Exton, PA. The firm has been registered since 2016. It reports $8.1 billion in regulatory assets under management and employs 4 people.
www.prowell-financial.comView on SEC.gov ↗

Prowell Financial Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Courtney Lynn KauffmanManaging Director10-25%2023
Mark Edward Prowell ControlManaging Member/CcoOver 75%2015
Sarah Cook LynchVp Of Operations5-10%2023

Frequently asked questions

How much does Prowell Financial Management, LLC manage?

Prowell Financial Management, LLC reports $8.1 billion in regulatory assets under management on its Form ADV.

How many employees does Prowell Financial Management, LLC have?

Prowell Financial Management, LLC reports 4 employees.

Where is Prowell Financial Management, LLC located?

Prowell Financial Management, LLC is based in Exton, PA and has been SEC-registered since 2016.

Does Prowell Financial Management, LLC disclose fund performance?

Prowell Financial Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address717 Constitution Drive, Suite 102, Exton, PA 19341
Phone484-359-4057
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.29B
Non-discretionary$6.81B
Total (RAUM)$8.09B