DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > texas > mckinney
SOWA FINANCIAL GROUP
Tel: 401-434-8090
24 Albion Road Suite 340
Lincoln, Rhode Island 02865
SOWA FINANCIAL GROUP
SOWA FINANCIAL GROUP is a Lincoln, Rhode Island based financial advisory firm with nearly $352,181,718 in assets under management and provides investment advisory services for 1223 clients. There are currently 7 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Publication of periodicals and newsletters , Other (SEE SCHEDULE D)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
107646
SEC#:
801-43008
No. of Clients:
1223
Assets under Management
$352,181,718
No. of Advisors:
7
More Financial Advisory Firms in Lincoln, Texas
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 106482 | 1166 |
| FISHER INVESTMENTS | 107342 | 4065 |
| VICTORY CAPITAL MANAGEMENT INC. | 106189 | 481 |
| TPG GLOBAL ADVISORS, LLC | 159732 | 1036 |
| NB ALTERNATIVES ADVISERS LLC | 149822 | 319 |
| TPG CAPITAL ADVISORS, LLC | 159738 | 361 |
More Firms in Lincoln, Texas >>