SOWA FINANCIAL GROUP INC

SOWA FINANCIAL GROUP

LINCOLN, Rhode Island·3 registered advisors·CRD# 107646

SEC# 801-430080401-434-8090

01

Firm Overview

AUM

$352M

Regulatory assets under management

Employees

7

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Other

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at SOWA FINANCIAL GROUP INC

3 registered advisors

Daniel Joseph Sowa

LINCOLN, Rhode Island

Donald Joseph Sowa

LINCOLN, Rhode Island

Donna Grace Sowa Allard

LINCOLN, Rhode Island

05

Office Locations

LINCOLN, Rhode Island

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Data sourced from SEC Form ADV filings. SOWA FINANCIAL GROUP INC (CRD# 107646) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.