Sowa Financial Group

Sowa Financial Group (CRD# 107646) is a financial advisory firm headquartered in Lincoln, RI. They manage $181,533,113 in 1,072 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    182
    MILLION
  • Total Number of Accounts
    1,072
    ACCOUNTS
  • Average Account Value
    $169,341
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, MA, NH, NY, RI

Financial Advisors at Sowa Financial Group
Showing 1 - 2 of 2 top financial advisors.
1
Steven J. Beauvais
CRD#: 706078
14 Breakneck Hill Road, Suite 202, Lincoln, RI 02865
86
Wealthminder
score

Steven Beauvais (CRD# 706078) is an Investment Advisor Representative working at Sowa Financial Group in Lincoln, RI and has over 36 years of experience in the finance industry. Steven Beauvais has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Donald J. Sowa
CRD#: 1754537
14 Breakneck Hill Road, Suite 202, Lincoln, RI 02865
86
Wealthminder
score

Donald Sowa (CRD# 1754537) is an Investment Advisor Representative working at Sowa Financial Group in Lincoln, RI and has over 29 years of experience in the finance industry. Donald Sowa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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