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John Bernard McManus

Sowell Management

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About John Bernard McManus

John Bernard McManus is an investment advisor representative at Sowell Management. John Bernard McManus is registered with the state of California. John Bernard McManus has been in the industry since January 2014. John Bernard McManus has a Series 65 license. John Bernard McManus's current firm, Sowell Management, is a Registered Investment Advisor. Sowell Management has approximately 3329402135.00 USD in regulatory assets under management. Sowell Management offers investment advisory services to Individuals, High-Net-Worth Individuals, Charitable Organizations, Pension and Profit Sharing Plans and Corporations or Other Businesses. Sowell Management has offices in North Little Rock, AR and Cayucos, CA.

Firm Information

John McManus is currently registered with Sowell Management. Sowell Management is an independent wealth management firm with a focus on providing customized financial planning and investment management services to individuals, families, and businesses. The firm has a strong track record of success in helping clients achieve their financial goals. Sowell Management is headquartered in NORTH LITTLE ROCK, AR and manages over $3.3 billion in assets for over 13,000 clients.
Sowell Management

5320 NORTHSHORE DRIVE

NORTH LITTLE ROCK, AR 72118

$3.33B

Assets Under Management

Not reported

Total Clients

90

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John McManus’s Registration & Firm History

AR

06/13/2024 - Present

Sowell Management (NORTH LITTLE ROCK AR)

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Licenses & Designations

IA

Issued 07/16/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Bernard McManus.
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