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Building 2SOWA FINANCIAL GROUP

Map pinLINCOLN, RI
Phone401-434-8090
NotebookSEC #801-43008
Total AUM
$517M
Employees
8
Clients
572

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24 ALBION ROAD
SUITE 340
LINCOLN
RI 02865
United States
Operating Hours
9 TO 5
Monday - Friday
Phone
401-434-8090

ReceiptFinancials

Total AUM
$517M
Accounts
1,400
Discretionary
$517M
Accounts
1,400
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
419
AUM
$188.8M
HNW Individual Clients
153
AUM
$328.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLLAMAMENHNYRITX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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