SOWA FINANCIAL GROUP
Tel: 401-434-8090 24 Albion Road Suite 340 Lincoln, Rhode Island 02865
About SOWA FINANCIAL GROUP
SOWA FINANCIAL GROUP is a Lincoln, Rhode Island based financial advisory firm with nearly $352,181,718 in assets under management and provides investment advisory services for 1223 clients. There are currently 7 financial advisors at the firm.
General Information
Firm CRD#:
107646
Firm SEC#:
801-43008
Assets Under Management:
$352,181,718
No. of Clients:
1223
No. of Advisors:
7
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Other (SEE SCHEDULE D)
Fee Structure:
A percentage of AUM, Fixed fees
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