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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 56 offices throughout the country.
SOWELL MANAGEMENT is a North Little Rock, Arkansas based Financial Planning firm with nearly $2,809,119,381 assets under management, offering retirement planning & investment advisory services to 12450 clients. The firm is staffed with 122 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 127145 |
| SEC# | 801-63991 |
| Assets Managed by Firm | $2,809,119,381 |
| No. of Clients | 12450 |
| No. of Advisors | 122 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 12450 | $2,809,119,381 |
| Individuals (other than high net worth individuals) | 5179 | $1,366,288,274 |
| High net worth individuals | 218 | $1,025,830,950 |
| Pension and profit sharing plans | 418 | $78,882,908 |
| Charitable organizations | 18 | $8,905,184 |
| Corporations or other businesses | 165 | $329,212,065 |
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|---|---|---|---|
| $13,304,755,860 | 21432 | 658 | |
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