1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SOWELL MANAGEMENT

Map pinNORTH LITTLE ROCK, AR
Phone501-219-2434
NotebookSEC #801-63991
Total AUM
$4.8B
Employees
162
Clients
6,624

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5320 NORTHSHORE DRIVE
NORTH LITTLE ROCK
AR 72118
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
501-219-2434
Other Offices
70

ReceiptFinancials

Total AUM
$4.8B
Accounts
16,763
Discretionary
$4.7B
Accounts
16,699
Non-Discretionary
$70.3M
Accounts
64

ContactClients

View more in analytics →

Individual Clients
5,880
AUM
$2.2B
HNW Individual Clients
400
AUM
$2B
Pension/Profit Sharing Plan Clients
116
AUM
$156.7M
Charitable Organization Clients
32
AUM
$16.8M
Corporation or Business Clients
196
AUM
$353.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/Suspension
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account