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SOWELL MANAGEMENT
5320 Northshore Drive
North Little Rock, Arkansas 72118
Tel: 501-219-2434
About SOWELL MANAGEMENT
SOWELL MANAGEMENT, formally registered with the SEC as SOWELL MANAGEMENT. The firm was established in 05/27/2005. They have over 71 offices throughout the country.
SOWELL MANAGEMENT is a North Little Rock, Arkansas based Financial Planning firm with nearly $3,329,402,135 assets under management, offering retirement planning & investment advisory services to 13257 clients. The firm is staffed with 157 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 127145 |
| SEC# | 801-63991 |
| Assets Managed by Firm | $3,329,402,135 |
| No. of Clients | 13257 |
| No. of Advisors | 157 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 13257 | $3,329,402,135 |
| Individuals (other than high net worth individuals) | 5343 | $2,185,992,074 |
| High net worth individuals | 61 | $701,320,159 |
| Pension and profit sharing plans | 264 | $92,062,476 |
| Charitable organizations | 18 | $11,387,471 |
| Corporations or other businesses | 187 | $338,639,955 |
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|---|---|---|---|
| $14,783,890,572 | 21924 | 629 | |
| $7,463,667,271 | 162 | 23 | |
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