Sowa Financial Group
Sowa Financial Group (CRD# 107646) is a financial advisory firm headquartered in Lincoln, RI. They manage $352,181,718 in 1,223 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management352MILLION
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Total Number of Accounts1,223ACCOUNTS
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Average Account Value$287,965
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Other
CT, FL, MA, ME, NH, NY, RI
Nathan Beauvais (CRD# 6405123) is an Investment Advisor Representative working at Sowa Financial Group in Lincoln, RI and has over 8 years of experience in the finance industry.
Steven Beauvais (CRD# 706078) is an Investment Advisor Representative working at Sowa Financial Group in Lincoln, RI and has over 43 years of experience in the finance industry.
Donald Sowa (CRD# 1754537) is an Investment Advisor Representative working at Sowa Financial Group in Lincoln, RI and has over 36 years of experience in the finance industry.