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Read & Powell Financial Services, LLC

● SEC registered since 2021CRD 130189SEC# 801-121309Elko, NV
Export (members)
Reg. AUM
$146.7M
Employees
6
Accounts
598
Location
Elko, NV

Read & Powell Financial Services, LLC assets under management

Read & Powell Financial Services, LLC is an investment advisory firm registered with the SEC based in Elko, NV. The firm has been registered since 2021. It reports $146.7 million in regulatory assets under management and employs 6 people.

Read & Powell Financial Services, LLC owners & executives

4 reported
NameTitleOwnershipSince
Eric Lynn Wiseman ControlCcoUnder 5%2022
Eric Wiseman LLC ControlLimited Liability Company50-75%2021
Nick Stanley Konakis ControlManaging Member50-75%2014
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Frequently asked questions

How much does Read & Powell Financial Services, LLC manage?

Read & Powell Financial Services, LLC reports $146.7 million in regulatory assets under management on its Form ADV.

How many employees does Read & Powell Financial Services, LLC have?

Read & Powell Financial Services, LLC reports 6 employees.

Where is Read & Powell Financial Services, LLC located?

Read & Powell Financial Services, LLC is based in Elko, NV and has been SEC-registered since 2021.

Does Read & Powell Financial Services, LLC disclose fund performance?

Read & Powell Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address491 5th Street, Elko, NV 89801
Phone775-738-4430
Fax775-753-6083
Office hours9:00 a.m. To 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$146.7M
Non-discretionary$0
Total (RAUM)$146.7M