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Donna Grace Sowa Allard

SOWA FINANCIAL GROUP INC·LINCOLN, Rhode Island
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24 ALBION ROAD, LINCOLN, RI 02865CRD# 5124490Firm CRD# 107646
01

About

Donna Grace Sowa Allard is a registered financial advisor based in LINCOLN, Rhode Island, affiliated with SOWA FINANCIAL GROUP INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SOWA FINANCIAL GROUP INC
SOWA FINANCIAL GROUP
AUM
$352M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at SOWA FINANCIAL GROUP INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5124490
Firm CRD# 107646
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donna Grace Sowa Allard offer?
Donna Grace Sowa Allard specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LINCOLN, Rhode Island for a consultation.
What are Donna Grace Sowa Allard's credentials?
Donna Grace Sowa Allard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donna Grace Sowa Allard located?
Donna Grace Sowa Allard is based in LINCOLN, Rhode Island, working with SOWA FINANCIAL GROUP INC. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.
How does Donna Grace Sowa Allard charge for services?
Donna Grace Sowa Allard'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 SOWA FINANCIAL GROUP INC?
SOWA FINANCIAL GROUP INC has approximately 7 employees and manages $352M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LINCOLN
Harold Edward Briggs — BRIGGS ADVISORY GROUP, INC.Donald Joseph Sowa — SOWA FINANCIAL GROUP INCChristopher J Ricci — BRIGGS ADVISORY GROUP, INC.Daniel Joseph Sowa — SOWA FINANCIAL GROUP INC
Nearby cities in Rhode Island
PROVIDENCE (133)SMITHFIELD (23)WESTERLY (17)NEWPORT (12)WARWICK (11)
City Guides
PROVIDENCE GuideSMITHFIELD GuideWESTERLY GuideNEWPORT GuideWARWICK Guide
Research
Advisor Fees in Rhode IslandNational Fee Analysis
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