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POWERS ADVISORY GROUP, LLC
CRD 172252 · SEC 801-121109
2603 PLAZA DRIVE, HIGHLAND, IL, 62249, United States
Phone
618-654-6262
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$329.5M
Discretionary AUM
$329.5M
Team
6 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 450 | $81.4M |
| High net worth individuals | 125 | $243.9M |
| Charitable organizations | 3 | $109K |
| Corporations/business entities | 8 | $4.0M |
States served
IL, NE, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD