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Matthew Thomas McMahon

Sowell Management

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About Matthew Thomas McMahon

Matthew McMahon is an investment advisor representative with Sowell Management. Matthew is registered with the state of Arizona and has been working in the industry since September 2013. Matthew has a Series 65 license, is a Certified Financial Planner, and specializes in financial planning, portfolio management for individuals, and selection of other advisors. Matthew has been employed with Sowell Management since February 2018. Prior to that, Matthew worked at Four Peaks Wealth Management, LLC and Conservative Financial Solutions.

Firm Information

Matthew McMahon 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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Matthew McMahon’s Registration & Firm History

AZ

02/16/2018 - Present

Sowell Management (Flagstaff AZ)

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Licenses & Designations

IA

Issued 03/24/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Thomas McMahon.
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