Matthew
Mcmahon
Sowell Management
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About this Advisor
Matthew Mcmahon is a financial advisor based in Flagstaff, Arizona, working with Sowell Management. Matthew has previously held positions at Conservative Financial Solutions, Four Peaks Wealth Management, LLC, and Sowell Management Services. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Arizona. Currently, Matthew is part of Sowell Management, which operates out of Flagstaff, Arizona. 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.
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Services Offered
Fee Structure
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
Matthew Mcmahon Work History
Sowell Management Services
Four Peaks Wealth Management, LLC
Conservative Financial Solutions
Disclosures
Please visit the SEC profile of Matthew Mcmahon 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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