E. E. Powell & Company Inc.

Overview

E. E. Powell & Company Inc. is a Pennsylvania-based corporate broker-dealer that provides portfolio management services targeted at individuals and small businesses. The firm is owned by an individual and is organized as a corporation. Its client-facing fee arrangements include both a percentage-of-AUM model and hourly charges. The firm is not positioned as an ESG investor and does not present itself as a multi-state adviser. Business activity in the available records centers on brokerage and advisory work for retail and small business clients rather than institutional allocation or pension consulting. The firm is not listed as a capital allocator, and there are no indications of related-adviser relationships in the dataset provided.

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Location & Offices