Quinn Sowell is a CFP-designated registered investment advisor at P38 Enterprises, INC., based in Denton, TX, with 20 years of industry experience. Quinn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 83 clients with $96M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
P38 Enterprises charges an initial setup fee of up to $750. Beginning with the second calendar quarter after the agreement is executed, P38 Enterprises charges a quarterly fee based on an hourly rate of $150. The quarterly fee is based on the estimated number of hours needed to service the client’s account each quarter. Actual fees charged by P38 Enterprises can be adjusted downward in the event we do not use the estimated number of hours.
Location
Denton, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Quinn owns a single-member LLC with a residential rental property, dedicating minimal time to its management. Quinn also manages an insurance agency and prepares tax returns/represents clients before the IRS as an employee of P38 Enterprises, Inc., spending nearly full-time hours on tax-related activities.
Employment History
Current Registrations
P38 Enterprises, INC.
State Registrations1 state
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