Danny
Powell
Asset Management Strategies, Inc
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About this Advisor
Danny Powell is a financial advisor operating in Indianapolis, Indiana with a total of 3 years of industry experience. Powell is currently employed by Asset Management Strategies, Inc. They have been employed by Asset Management Strategies, Inc for their entire career. Powell holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Indiana. Asset Management Strategies, Inc is a registered investment company based out of Indianapolis, IN. It has offices in two locations and a total of eight people on staff. It administers $147 million in assets across its 1,767 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Asset Management Strategies, Inc performs a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees largely vary depending on the financial services offered. However, fees billed by Asset Management Strategies, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Asset Management Strategies, Inc Brokerage Details
$146,885,632
8
1,767
$83,127
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Danny Powell Work History
Danny has been registered as a financial advisor for 3 years.*
Trine University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Danny Powell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Asset Management Strategies, Inc
Lafayette, IN
Lafayette, IN
Indianapolis, IN
Indianapolis, IN
Frankfort, IN
Lafayette, IN
Indianapolis, IN
Lafayette, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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