Read & Powell Financial Services, LLC is a reputable investment advisory firm located in Elko, NV. With a single office serving their clients, the company has established itself as a trusted local resource for financial guidance. The firm prides itself on its team of six experienced professionals, all dedicated to providing exceptional investment advisory services to their clients.
On average, each investment advisor at Read & Powell Financial Services manages approximately $19,080,000 in assets under management. Their compensation structure is diverse, encompassing various methods such as a percentage of assets under management and hourly charges. Notably, the firm's expertise lies in managing employer 401Ks and individual accounts, with nearly half of their assets under management sourced from these areas.
A distinguishing factor of Read & Powell Financial Services is that all the assets they manage are discretionary, reflecting the trust their clients place in their expertise. The firm boasts an impressive client base, serving over 30 individuals with a collective $114,454,000 in assets under management.
The long-standing success of Read & Powell Financial Services can be attributed, in part, to the knowledge and dedication of their advisors. Noteworthy among them are Nick Konakis, Anthony Aguirre, and David Malone, who have demonstrated their commitment to the firm and its clients over many years.
As a local investment advisory firm, Read & Powell Financial Services, LLC strives to provide personalized and comprehensive financial solutions, ensuring the long-term prosperity of their clients' investments.