Active
SOWA FINANCIAL GROUP
Investment Advice|LINCOLN, RI
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$419.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 419.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 107646 |
| SEC Number | 801-43008 |
| Street Address | 24 ALBION ROAD |
| Street Address 2 | SUITE 340 |
| Location | LINCOLN, RI 02865 |
| Country | United States |
| Phone | 401-434-8090 |
| Fax | 401-434-8360 |
| Total Employees | 7 |
Client Count by Type (525 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 411 |
| High Net Worth Individual… | 114 |
Community Partners
APPRENTICESHIP EXPLORATION SCHOOL
CENTRAL FALLS DETENTION FACILITY CORP
CITY OF CENTRAL FALLS
CITY OF CRANSTON
CITY OF EAST PROVIDENCE
CITY OF PAWTUCKET
CITY OF PROVIDENCE
CITY OF WOONSOCKET
DOWNTOWN IMPROVEMENT DISTRICT
HARRISVILLE HOSE COMPANY NUMBER 1
PROVIDENCE BUSINESS LOAN FUND, INC.
SCITUATE, TOWN OF
TOWN OF BURRILLVILLE
TOWN OF CUMBERLAND
TOWN OF FOSTER
TOWN OF GLOCESTER
TOWN OF JOHNSTON
TOWN OF LINCOLN
TOWN OF NORTH PROVIDENCE
TOWN OF NORTH SMITHFIELD
APPRENTICESHIP EXPLORATION SCHOOL
CENTRAL FALLS DETENTION FACILITY CORP
CITY OF CENTRAL FALLS
CITY OF CRANSTON
CITY OF EAST PROVIDENCE
CITY OF PAWTUCKET
CITY OF PROVIDENCE
CITY OF WOONSOCKET
DOWNTOWN IMPROVEMENT DISTRICT
HARRISVILLE HOSE COMPANY NUMBER 1
PROVIDENCE BUSINESS LOAN FUND, INC.
SCITUATE, TOWN OF
TOWN OF BURRILLVILLE
TOWN OF CUMBERLAND
TOWN OF FOSTER
TOWN OF GLOCESTER
TOWN OF JOHNSTON
TOWN OF LINCOLN
TOWN OF NORTH PROVIDENCE
TOWN OF NORTH SMITHFIELD
APPRENTICESHIP EXPLORATION SCHOOL
CENTRAL FALLS DETENTION FACILITY CORP
CITY OF CENTRAL FALLS
CITY OF CRANSTON
CITY OF EAST PROVIDENCE
CITY OF PAWTUCKET
CITY OF PROVIDENCE
CITY OF WOONSOCKET
DOWNTOWN IMPROVEMENT DISTRICT
HARRISVILLE HOSE COMPANY NUMBER 1
PROVIDENCE BUSINESS LOAN FUND, INC.
SCITUATE, TOWN OF
TOWN OF BURRILLVILLE
TOWN OF CUMBERLAND
TOWN OF FOSTER
TOWN OF GLOCESTER
TOWN OF JOHNSTON
TOWN OF LINCOLN
TOWN OF NORTH PROVIDENCE
TOWN OF NORTH SMITHFIELD
Municipal Government
22 Active
22
Organizations
BURRILLVILLE TOWN HOUSING AUTHORITY
CENTRAL FALLS HOUSING AUTHORITY
CHEPACHET FIRE DISTRICT
CRANSTON HOUSING AUTHORITY
CUMBERLAND FIRE DISTRICT
CUMBERLAND HOUSING AUTHORITY
EAST PROVIDENCE HOUSING AUTHORITY INC
EAST PROVIDENCE WATERFRONT SPECIAL DEV. DIST. COMM.
Echo Lake Water District
GREATER PROVIDENCE-WARWICK CONVENTION AND VISITORS BUREAU
GREENVILLE WATER DISTRICT
HARMONY FIRE DISTRICT INC
HARRISVILLE FIRE DISTRICT
JOHNSTON TOWN HOUSING AUTHORITY
LIME ROCK FIRE DISTRICT
LINCOLN FIRE DISTRICT
LINCOLN TOWN HOUSING AUTHORITY
MANVILLE FIRE DISTRICT
NARRAGANSETT BAY COMMISSION
NASONVILLE FIRE DISTRICT
BURRILLVILLE TOWN HOUSING AUTHORITY
CENTRAL FALLS HOUSING AUTHORITY
CHEPACHET FIRE DISTRICT
CRANSTON HOUSING AUTHORITY
CUMBERLAND FIRE DISTRICT
CUMBERLAND HOUSING AUTHORITY
EAST PROVIDENCE HOUSING AUTHORITY INC
EAST PROVIDENCE WATERFRONT SPECIAL DEV. DIST. COMM.
Echo Lake Water District
GREATER PROVIDENCE-WARWICK CONVENTION AND VISITORS BUREAU
GREENVILLE WATER DISTRICT
HARMONY FIRE DISTRICT INC
HARRISVILLE FIRE DISTRICT
JOHNSTON TOWN HOUSING AUTHORITY
LIME ROCK FIRE DISTRICT
LINCOLN FIRE DISTRICT
LINCOLN TOWN HOUSING AUTHORITY
MANVILLE FIRE DISTRICT
NARRAGANSETT BAY COMMISSION
NASONVILLE FIRE DISTRICT
BURRILLVILLE TOWN HOUSING AUTHORITY
CENTRAL FALLS HOUSING AUTHORITY
CHEPACHET FIRE DISTRICT
CRANSTON HOUSING AUTHORITY
CUMBERLAND FIRE DISTRICT
CUMBERLAND HOUSING AUTHORITY
EAST PROVIDENCE HOUSING AUTHORITY INC
EAST PROVIDENCE WATERFRONT SPECIAL DEV. DIST. COMM.
Echo Lake Water District
GREATER PROVIDENCE-WARWICK CONVENTION AND VISITORS BUREAU
GREENVILLE WATER DISTRICT
HARMONY FIRE DISTRICT INC
HARRISVILLE FIRE DISTRICT
JOHNSTON TOWN HOUSING AUTHORITY
LIME ROCK FIRE DISTRICT
LINCOLN FIRE DISTRICT
LINCOLN TOWN HOUSING AUTHORITY
MANVILLE FIRE DISTRICT
NARRAGANSETT BAY COMMISSION
NASONVILLE FIRE DISTRICT
Special District
33 Active
33
Organizations
BURRILLVILLE SCHOOL DEPARTMENT
BURRILLVILLE TOWN SCHS
CENTRAL FALLS SCHOOL DISTRICT
CRANSTON CITY SCHS
CRANSTON PUBLIC SCHOOLS
CUMBERLAND SCHOOL DEPARTMENT
CUMBERLAND TOWN SCHS
EAST PROVIDENCE CITY SCHOOLS
EAST PROVIDENCE SCHOOL DISTRICT
FOSTER ELEMENTARY SCHOOL DISTRICT
FOSTER-GLOCESTER REGIONAL SCHOOL DISTRICT
FOSTER GLOCESTER RSD
GLOCESTER SCH DEPT
JOHNSTON PUBLIC SCHS
LINCOLN PUBLIC SCHOOLS
LINCOLN TOWN SCHS
NORTH PROVIDENCE SCHOOL DEPARTMENT
NORTH PROVIDENCE SCHS
NORTH SMITHFIELD SCHS
PAWTUCKET CITY SCHS
BURRILLVILLE SCHOOL DEPARTMENT
BURRILLVILLE TOWN SCHS
CENTRAL FALLS SCHOOL DISTRICT
CRANSTON CITY SCHS
CRANSTON PUBLIC SCHOOLS
CUMBERLAND SCHOOL DEPARTMENT
CUMBERLAND TOWN SCHS
EAST PROVIDENCE CITY SCHOOLS
EAST PROVIDENCE SCHOOL DISTRICT
FOSTER ELEMENTARY SCHOOL DISTRICT
FOSTER-GLOCESTER REGIONAL SCHOOL DISTRICT
FOSTER GLOCESTER RSD
GLOCESTER SCH DEPT
JOHNSTON PUBLIC SCHS
LINCOLN PUBLIC SCHOOLS
LINCOLN TOWN SCHS
NORTH PROVIDENCE SCHOOL DEPARTMENT
NORTH PROVIDENCE SCHS
NORTH SMITHFIELD SCHS
PAWTUCKET CITY SCHS
BURRILLVILLE SCHOOL DEPARTMENT
BURRILLVILLE TOWN SCHS
CENTRAL FALLS SCHOOL DISTRICT
CRANSTON CITY SCHS
CRANSTON PUBLIC SCHOOLS
CUMBERLAND SCHOOL DEPARTMENT
CUMBERLAND TOWN SCHS
EAST PROVIDENCE CITY SCHOOLS
EAST PROVIDENCE SCHOOL DISTRICT
FOSTER ELEMENTARY SCHOOL DISTRICT
FOSTER-GLOCESTER REGIONAL SCHOOL DISTRICT
FOSTER GLOCESTER RSD
GLOCESTER SCH DEPT
JOHNSTON PUBLIC SCHS
LINCOLN PUBLIC SCHOOLS
LINCOLN TOWN SCHS
NORTH PROVIDENCE SCHOOL DEPARTMENT
NORTH PROVIDENCE SCHS
NORTH SMITHFIELD SCHS
PAWTUCKET CITY SCHS
School District
26 Active
26
Organizations
01410 STEELWORKERS
100 EAST AVENUE ASSOCIATES
15 MINUTE FIELD TRIPS
21 HEROES INC
369 GERALD CLAMON POST
439 FINEMAN TRINKEL POST
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
62 POST
AAM GLOBAL MISSION
ABBA S ARMY
Abbie Frances Lawton Memorial Home
ABOVE & BEYOND FOUNDATION
ACCESSPOINT RI
ACEC-RI AMERICAN COUNCIL OF
ACEC-RI AMERICAN COUNCIL OF ENGINEERING
ACHIEVEMENT FOR CHILDREN WITH CHALLENGES
01410 STEELWORKERS
100 EAST AVENUE ASSOCIATES
15 MINUTE FIELD TRIPS
21 HEROES INC
369 GERALD CLAMON POST
439 FINEMAN TRINKEL POST
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
62 POST
AAM GLOBAL MISSION
ABBA S ARMY
Abbie Frances Lawton Memorial Home
ABOVE & BEYOND FOUNDATION
ACCESSPOINT RI
ACEC-RI AMERICAN COUNCIL OF
ACEC-RI AMERICAN COUNCIL OF ENGINEERING
ACHIEVEMENT FOR CHILDREN WITH CHALLENGES
01410 STEELWORKERS
100 EAST AVENUE ASSOCIATES
15 MINUTE FIELD TRIPS
21 HEROES INC
369 GERALD CLAMON POST
439 FINEMAN TRINKEL POST
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
62 POST
AAM GLOBAL MISSION
ABBA S ARMY
Abbie Frances Lawton Memorial Home
ABOVE & BEYOND FOUNDATION
ACCESSPOINT RI
ACEC-RI AMERICAN COUNCIL OF
ACEC-RI AMERICAN COUNCIL OF ENGINEERING
ACHIEVEMENT FOR CHILDREN WITH CHALLENGES
Nonprofit Organization
2176 Active
2176
Organizations
Community Partners131 organizations
APPRENTICESHIP EXPLORATION SCHOOL
Municipal Government·CRANSTON
CENTRAL FALLS DETENTION FACILITY CORP
Municipal Government·CENTRAL FALLS
CITY OF CRANSTON
Municipal Government·CRANSTON
CITY OF PAWTUCKET
Municipal Government·PAWTUCKET
CITY OF PROVIDENCE
Municipal Government·PROVIDENCE
DOWNTOWN IMPROVEMENT DISTRICT
Municipal Government·PROVIDENCE
HARRISVILLE HOSE COMPANY NUMBER 1
Municipal Government·HARRISVILLE
PROVIDENCE BUSINESS LOAN FUND, INC.
Municipal Government·PROVIDENCE
SCITUATE, TOWN OF
Municipal Government·N SCITUATE
TOWN OF CUMBERLAND
Municipal Government·CUMBERLAND
TOWN OF SMITHFIELD
Municipal Government·SMITHFIELD
BURRILLVILLE TOWN HOUSING AUTHORITY
Special District·HARRISVILLE
CENTRAL FALLS HOUSING AUTHORITY
Special District·CENTRAL FALLS
CRANSTON HOUSING AUTHORITY
Special District·CRANSTON
EAST PROVIDENCE HOUSING AUTHORITY INC
Special District·EAST PROVIDENCE
Echo Lake Water District
Special District·Chepachet
GREENVILLE WATER DISTRICT
Special District·GREENVILLE
HARMONY FIRE DISTRICT INC
Special District·HARMONY
MANVILLE FIRE DISTRICT
Special District·MANVILLE
NARRAGANSETT BAY COMMISSION
Special District·PROVIDENCE
NASONVILLE FIRE DISTRICT
Special District·HARRISVILLE
NASONVILLE WATER DISTRICT
Special District·GLENDALE
NORTH PROVIDENCE HOUSING AUTHORITY
Special District·NORTH PROVIDENCE
OAKLAND-MAPLEVILLE FIRE DISTRICT 4
Special District·OAKLAND
PAWTUCKET REDEVELOPMENT AGENCY
Special District·PAWTUCKET
QUINNVILLE FIRE DISTRICT
Special District·LINCOLN
SMITHFIELD TOWN HOUSING AUTHORITY
Special District·GREENVILLE
WEST GLOCESTER FIRE DISTRICT
Special District·CHEPACHET
BURRILLVILLE SCHOOL DEPARTMENT
School District·HARRISVILLE
CENTRAL FALLS SCHOOL DISTRICT
School District·CENTRAL FALLS
CRANSTON PUBLIC SCHOOLS
School District·CRANSTON
CUMBERLAND SCHOOL DEPARTMENT
School District·CUMBERLAND
CUMBERLAND TOWN SCHS
School District·CUMBERLAND
EAST PROVIDENCE SCHOOL DISTRICT
School District·EAST PROVIDENCE
FOSTER ELEMENTARY SCHOOL DISTRICT
School District·FOSTER
FOSTER GLOCESTER RSD
School District·NORTH SCITUATE
JOHNSTON PUBLIC SCHS
School District·JOHNSTON
LINCOLN PUBLIC SCHOOLS
School District·LINCOLN
NORTH PROVIDENCE SCHOOL DEPARTMENT
School District·NORTH PROVIDENCE
NORTH PROVIDENCE SCHS
School District·NORTH PROVIDENCE
SCITUATE SCHOOL DEPARTMENT
School District·NORTH SCITUATE
SMITHFIELD SCH DIST
School District·ESMOND
SMITHFIELD SCHOOL DEPARTMENT
School District·SMITHFIELD
WOONSOCKET EDUCATION DEPARTMENT
School District·WOONSOCKET
01410 STEELWORKERS
Nonprofit Organization·CUMBERLAND
100 EAST AVENUE ASSOCIATES
Nonprofit Organization·PAWTUCKET
15 MINUTE FIELD TRIPS
Nonprofit Organization·JOHNSTON
21 HEROES INC
Nonprofit Organization·Pawtucket
369 GERALD CLAMON POST
Nonprofit Organization·Cranston
439 FINEMAN TRINKEL POST
Nonprofit Organization·Cranston
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·foster
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Foster
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Chepachet
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Foster
4-H CLUBS AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Foster
62 POST
Nonprofit Organization·WOONSOCKET
AAM GLOBAL MISSION
Nonprofit Organization·Lincoln
ABBA S ARMY
Nonprofit Organization·HARRISVILLE
Abbie Frances Lawton Memorial Home
Nonprofit Organization·Greenville
ABOVE & BEYOND FOUNDATION
Nonprofit Organization·PAWTUCKET
ACCESSPOINT RI
Nonprofit Organization·CRANSTON
ACEC-RI AMERICAN COUNCIL OF
Nonprofit Organization·LINCOLN
ACEC-RI AMERICAN COUNCIL OF ENGINEERING
Nonprofit Organization·PAWTUCKET
ACHIEVEMENT FOR CHILDREN WITH CHALLENGES
Nonprofit Organization·EAST PROVIDENCE
ACTION BASED ENTERPRISES INC
Nonprofit Organization·WOONSOCKET
ADA IMO OF SOUTHERN NEW ENGLAND
Nonprofit Organization·North Smithfield
ADAMS MEMORIAL LIBRARY
Nonprofit Organization·CENTRAL FALLS
ADAMS PUBLIC LIBRARY
Nonprofit Organization·CENTRAL FALLS
ADDIE P NELSON TRUST
Nonprofit Organization·JOHNSTON
ADDITON SCHOLARSHIP FUND
Nonprofit Organization·JOHNSTON
ADELPHOI LODGE NO 33
Nonprofit Organization·North Providence
ADOPT-A-FAMILY INC
Nonprofit Organization·CUMBERLAND
ADVOCATES IN ACTION RI
Nonprofit Organization·PAWTUCKET
AFSCME RHODE ISLAND RETIREE CHAPTER 94
Nonprofit Organization·NORTH PROVIDENCE
AGING WELL INC
Nonprofit Organization·WOONSOCKET
AGLOW INTERNATIONAL
Nonprofit Organization·Glendale
A HOPE AMERICANS HELPING OTHERS PROSPER
Nonprofit Organization·PAWTUCKET
AIKIDO KOKIKAI
Nonprofit Organization·Pawtucket
AIPSO
Nonprofit Organization·JOHNSTON
AIR FORCE ASSOCIATION
Nonprofit Organization·Chepachet
AIR FORCE ASSOCIATION
Nonprofit Organization·Chepachet
ALABAMA AUTOMOBILE INSURANCE PLAN
Nonprofit Organization·JOHNSTON
ALARM ASSOCIATION OF RHODE ISLAND
Nonprofit Organization·JOHNSTON
ALASKA AUTOMOBILE INSURANCE PLAN
Nonprofit Organization·JOHNSTON
ALBION SOCIAL CLUB
Nonprofit Organization·Woonsocket
ALDERSBRIDGE COMMUNITIES
Nonprofit Organization·EAST PROVIDENCE
ALDERSBRIDGE COMMUNITIES (79840)
Nonprofit Organization·EAST PROVIDENCE
ALDERSBRIDGE FOUNDATION (FKA UNITED
Nonprofit Organization·EAST PROVIDENCE
ALEXIS MIRANDA FOUNDATION
Nonprofit Organization·EAST PROVIDENCE
ALFRED CARPIONATO CHARITABLE FOUNDATION
Nonprofit Organization·JOHNSTON
ALICE GADOURY TRUST
Nonprofit Organization·JOHNSTON
ALICE I SULLIVAN CHARITABLEFOUNDATION
Nonprofit Organization·PAWTUCKET
ALICE JADDA TRUST
Nonprofit Organization·JOHNSTON
ALICE MM LILLIAN M PHANEUF
Nonprofit Organization·JOHNSTON