SOWA FINANCIAL GROUP, INC.

HTTP://WWW.SOWAFINANCIAL.COM LINCOLN, RI How do I update this listing?

Sowa Financial Group is based out of Lincoln. Sowa Financial Group is a large advisory firm with 618 clients and discretionary assets under management (AUM) of $231,388,678 (Form ADV from 2019-03-29). Their last reported 13F filing for Q4 2019 included $122,871,000 in managed 13F securities and a top 10 holdings concentration of 51.7%. Sowa Financial Group's largest holding is iShares Gold Trust with shares held of 654,690. Whalewisdom has at least 1 13F filings

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12/31/2019

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12/31/2019

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SOWA FINANCIAL GROUP
14 BREAKNECK HILL ROAD SUITE 202
LINCOLN RI    02865
Country: United States

Business Phone: 401-434-8090
Fax: 401-434-8360
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: RI
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,SEE SCHEDULE D
Amount of client funds and securities:
Total Number of Clients: 618
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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