Sowa Financial Group
Sowa Financial Group is an SEC-registered mass-market adviser in Lincoln, RI with $517.0M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Sowa Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107646, SEC 801-43008, data through 2026-02-12.
- AUM (assets under management / regulatory AUM)
- $517.0M (2026-02-12)
- Firm type
- Mass-Market Adviser
- Location
- Lincoln, RI
- Employees
- 8
- Clients
- 572
- CRD
- 107646
- Ownership
- SOWA, DONALD, JOSEPH; SOWA ALLARD, DONNA, GRACE; SOWA, DANIEL, JOSEPH
How much AUM does Sowa Financial Group have?
Sowa Financial Group reported $517.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-12).
Who owns Sowa Financial Group?
Disclosed owners and executives of Sowa Financial Group include SOWA, DONALD, JOSEPH, SOWA ALLARD, DONNA, GRACE, SOWA, DANIEL, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.