Matthew
Mcmahon

Sowell Management

CRD#6324277
Investment Advisor
in Flagstaff, AZ

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About this Advisor

Matthew Mcmahon is a certified financial planner working in Flagstaff, Arizona, who has been in the advisory business for 10 years. Mcmahon is an employee of Sowell Management. Over the course of their career, they have held roles at Conservative Financial Solutions, Vora Financial Group, Four Peaks Wealth Management, LLC and Sowell Management Services. Mcmahon maintains a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in Arizona. Sowell Management is an advisory company operating in Flagstaff, Arizona. It has offices in 49 locations and a total of 161 employees. It oversees $2 billion in total assets across its 10,321 accounts, making it one of the largest firms in the nation by assets under management. The firm advises seven charities and foundations. Of its 10,321 customer accounts, just 9% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Sowell Management has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services typically depend on which services are provided. Fee types billed by Sowell Management most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

914 N. San Francisco St Suite S
Flagstaff, AZ 86001

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Sowell Management Brokerage Details

Total Assets Under Management

$2,175,877,943

AZ Average: $880,205,985
Total Number of Employees

161

AZ Average: 42
Total Number of Accounts

10,321

AZ Average: 1,714
Average Account Size

$210,820

AZ Average: $513,539

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Matthew Mcmahon Work History

Matthew has 10 years of experience.

2018 - Present (3 years)

Sowell Management Services

2015 - 2018 (3 years)

Four Peaks Wealth Management, LLC

2013 - 2015 (2 years)

Conservative Financial Solutions

2010 - 2013 (3 years)

Vora Financial Group

Disclosures

Matthew Mcmahon has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Sowell Management

Chris Clark
North Little Rock, AR
Matthew Mcmahon
Flagstaff, AZ
Brady Buskirk
Gig Harbor, WA
Samuel Kornstein
Boston, MA
Lewis Partridge
Benton, AR
John Gathright
Little Rock, AR
Stanley Rapert
North Little Rock, AR
Jessica Poynter
Little Rock, AR

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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