Sowell Management
Sowell Management (CRD# 127145) is a financial advisory firm headquartered in North Little Rock, AR. They manage $2,809,119,381 in 12,450 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management2,809MILLION
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Total Number of Accounts12,450ACCOUNTS
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Average Account Value$225,632
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Clayton Alexander (CRD# 5669494) is an Investment Advisor Representative working at Sowell Management in Murray, UT and has over 7 years of experience in the finance industry.
Simon Arrata (CRD# 3070492) is an Investment Advisor Representative working at Sowell Management in Great Neck, NY and has over 25 years of experience in the finance industry.
Donald Baker (CRD# 10639) is an Investment Advisor Representative working at Sowell Management in Bentonville, AR and has over 35 years of experience in the finance industry.
Chris Balka (CRD# 2574220) is an Investment Advisor Representative working at Sowell Management in Seattle, WA and has over 28 years of experience in the finance industry.
Marquay Baul (CRD# 5135810) is an Investment Advisor Representative working at Sowell Management in Tulsa, OK and has over 17 years of experience in the finance industry.
James Benet (CRD# 1353517) is an Investment Advisor Representative working at Sowell Management in Forest, VA and has over 38 years of experience in the finance industry.
Eric Billimoria (CRD# 5974121) is an Investment Advisor Representative working at Sowell Management in Schaumburg, IL and has over 11 years of experience in the finance industry. Eric Billimoria has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Farokh Billimoria (CRD# 1103365) is an Investment Advisor Representative working at Sowell Management in Sugar Land, TX and has over 40 years of experience in the finance industry. Farokh Billimoria has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Philip Bodine (CRD# 2423204) is an Investment Advisor Representative working at Sowell Management in Granite Bay, CA and has over 29 years of experience in the finance industry.
George Bonney (CRD# 1362160) is an Investment Advisor Representative working at Sowell Management in Gig Harbor, WA and has over 38 years of experience in the finance industry.