Sheets Smith Investment Management, LLC
Sheets Smith Investment Management, LLC (CRD# 293992) is a financial advisory firm headquartered in Houston, TX. They manage $125,757,393 in 324 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management126MILLION
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Total Number of Accounts324ACCOUNTS
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Average Account Value$388,140
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
NC, TX
Gregory Bowden (CRD# 6627579) is an Investment Advisor Representative working at Sheets Smith Investment Management, LLC in Houston, TX and has over 7 years of experience in the finance industry.
Zolly Bowden (CRD# 2027452) is an Investment Advisor Representative working at Sheets Smith Investment Management, LLC in Houston, TX and has over 33 years of experience in the finance industry.
Eric Tesler (CRD# 2613105) is an Investment Advisor Representative working at Sheets Smith Investment Management, LLC in Houston, TX and has over 28 years of experience in the finance industry.