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Sowell Management
North Little Rock, Arkansas
2.3
3 Reviews
Sowell Management is a regional investment advisory firm based out of North Little Rock, AR. With 122 dedicated employees, including 87 skilled investment advisors, they provide comprehensive financial services to a diverse clientele. The firm manages a substantial $2,809,119,000 in assets under management, serving over 5,180 individual clients.
Sowell Management's investment advisors possess extensive expertise in managing employer 401Ks and individual assets, accounting for approximately half of their total assets under management. All the assets entrusted to the firm are handled with discretion, ensuring a high level of trust ...see more
Assets Under Mgmt
$2.81B
Investment Professionals
87
Locations
55
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Disclosures
- Do any of the events below involve you or any of your supervised persons?
- Convicted or guilty of a felony (10 yrs)
- Charged with a felony (10 yrs)
- Found to have made false statement, ommision, unfair or Unethical by federal regulatory agency
- Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
- Orders brought against in connection to investment related activities (10yrs)
- Had investment related business activity restricted by federal regulatory agency
- Enjoined by domestic or foreign court in connect with investment-related activities (10 years)
- Found to be involved in a violation of investment-related activities by domestic or foreign court
Reviews for Sowell Management
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