Farokh
Billimoria
Sowell Management
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About this Advisor
Farokh Billimoria is a financial advisor based in Sugar Land, Texas, working with Sowell Management. Farokh has previously held positions at F.Bill Billimoria, Cpa, Concert Wealth Management, Inc, and Sowell Financial Services, LLC. Farokh has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Farokh is part of Sowell Management, which operates out of Sugar Land, Texas. The firm has 70 offices and 157 employees. The firm manages assets totaling $3.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Sowell Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Office Location
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Sowell Management Brokerage Details
$3,329,402,135
157
13,257
$251,143
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Farokh Billimoria Work History
Sowell Financial Services, LLC
F.Bill Billimoria , Cpa
Concert Wealth Management, Inc
Disclosures
Please visit the SEC profile of Farokh Billimoria to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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