CLOs on the Move

Sowell Management

www.sowellmanagement.com

 
Sowell Management Services is a privately held, independent registered investment advisory firm with over $1.6 billion in assets under management. We offer a full suite of business functions allowing advisors the opportunity to outsource administrative and operational tasks, compliance, portfolio management and trading. Whether you are moving from a wirehouse, an independent B/D, or a bank – you need a partner that will provide a fairly priced, open architecture, all-inclusive platform designed to make advisors more efficient and more profitable. Visit our website to learn how to join the SMS family! Please note that current regulatory policy does not allow ...
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details
Leila Shaver
Chief Compliance Officer Profile

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