PROWELL FINANCIAL MANAGEMENT, LLC of EXTON, PA is an SEC-registered investment adviser (CRD 281762). Regulatory assets under management: $6.9B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Mark Edward Prowell | MANAGING MEMBER; MANAGING MEMBER/CCO | — |
| Courtney Lynn Kauffman | MANAGING DIRECTOR; MANAGING DIRECTOR/CCO | — |
| Sarah Cook Lynch | VP OF OPERATIONS | — |
| PROWELL MARK EDWARD | MANAGING MEMBER/CCO | — |
| Kauffman Courtney Lynn | MANAGING DIRECTOR | — |
| LYNCH SARAH COOK | VP OF OPERATIONS | — |
| Lynch Sarah | VP OF OPERATIONS | — |