Zolly
Bowden
Sheets Smith Investment Management, LLC
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About this Advisor
Zolly Bowden is a financial advisor operating out of Houston, Texas who has 3 years of relevant experience. Bowden is an advisor for Sheets Smith Investment Management, LLC. Over the course of their career, they have held roles at Sheets Smith Wealth Management and Sheets Smith Investment Management. Bowden maintains a Series 65 license, designating them as an investment advisor representative, and is registered to advise clients in North Carolina and Texas. Sheets Smith Investment Management, LLC is an advisory firm based out of Houston, TX. It has just four employees. It has $121 million in assets between its 310 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm serves 12 charities and foundations. Of its 310 accounts, 24% are held by high-net-worth individuals who have at least $1 million in investable assets. Sheets Smith Investment Management, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules largely are based on the type of financial services provided. However, fees charged by Sheets Smith Investment Management, LLC can include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sheets Smith Investment Management, LLC Brokerage Details
$120,789,078
4
310
$389,642
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Zolly Bowden Work History
Zolly has been registered as a financial advisor for 3 years.*
Sheets Smith Investment Management
Sheets Smith Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Zolly Bowden to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sheets Smith Investment Management, LLC
Houston, TX
Houston, TX
Houston, TX
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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