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Thomas John Sowanick

OMNIVEST GROUP LLC·PRINCETON, New Jersey
Clean recordOMNIVEST GROUP LLC
344 NASSAU STREET, PRINCETON, NJ 08540CRD# 2819903Firm CRD# 141057

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas John Sowanick · PRINCETON, NJ
Registration
CRD #2819903 · OMNIVEST GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thomas John Sowanick is a registered financial advisor based in PRINCETON, New Jersey, affiliated with OMNIVEST GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
OMNIVEST GROUP LLC
OMNIVEST GROUP LLC
AUM
$108M
Regulatory assets under management
Employees
6
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2819903
Firm CRD# 141057
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas John Sowanick offer?
Thomas John Sowanick specializes in Investment Management, Wealth Management. Contact their office in PRINCETON, New Jersey for a consultation.
What are Thomas John Sowanick's credentials?
Thomas John Sowanick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas John Sowanick located?
Thomas John Sowanick is based in PRINCETON, New Jersey, working with OMNIVEST GROUP LLC. Their office serves clients in the PRINCETON metropolitan area and surrounding communities.
How does Thomas John Sowanick charge for services?
Thomas John Sowanick's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OMNIVEST GROUP LLC?
OMNIVEST GROUP LLC has approximately 6 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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