Listed In: Financial Planning Firms, Financial Planning Consultants
At Sowell Management, we’re built around one goal: helping independent advisors thrive. We provide the freedom, support, and resources you need to serve your clients with confidence—always putting their best interests first. Our platform is designed to empower your growth, streamline your business,… At Sowell Management, we’re built around one goal: helping independent advisors thrive. We provide the freedom, support, and resources you need to serve your clients with confidence—always putting their best interests first. Our platform is designed to empower your growth, streamline your business, and let you stay focused on what you do best. Read more
Business Hours
M-F 8am-5pm, Sa-Su Closed
Services
RIA Platform Services, Investment Outsourcing, FLEX Connect Platform: Unified Managed Account (UMA) and portfolio technology, M&A and Succession Planning, Practice Management Consulting
Year Established
2001
6070 Poplar Avenue, Suite 400, Memphis, TN (229 Km Away)