SOUSA FINANCIAL

SOUSA FINANCIAL is an SEC-registered investment adviser (CRD 127785). Regulatory assets under management: $7.2M.

Registration

• CRD: 127785
• Type: Registered investment adviser
• Phone: 978-470-8858
• Latest filing: 2025-03-28
• Regulatory AUM: $7.2M
• Non-discretionary AUM: $7.2M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127785 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search