PROPEL FINANCIAL ADVISORS, LLC

PROPEL FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser (CRD 299279). Regulatory assets under management: $53.1M.

Registration

• CRD: 299279
• Type: Registered investment adviser
• Phone: 773-612-6391
• Latest filing: 2026-03-31
• Regulatory AUM: $53.1M
• Discretionary AUM: $53.1M
• Clients: 4
• Accounts: 339

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299279 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search