Overview
Assets Under Management: $422 million
Headquarters: WESTLAKE, OH
High-Net-Worth Clients: 66
Average Client Assets: $6.1 million
Frequently Asked Questions
SCOTT SNOW (FINANCIAL ADVISORS) LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121222), SCOTT SNOW (FINANCIAL ADVISORS) LLC is subject to fiduciary duty under federal law.
SCOTT SNOW (FINANCIAL ADVISORS) LLC is headquartered in WESTLAKE, OH.
SCOTT SNOW (FINANCIAL ADVISORS) LLC serves 66 high-net-worth clients according to their SEC filing dated February 07, 2018. View client details ↓
According to their SEC Form ADV, SCOTT SNOW (FINANCIAL ADVISORS) LLC offers financial planning and portfolio management for individuals. View all service details ↓
SCOTT SNOW (FINANCIAL ADVISORS) LLC manages $422 million in client assets according to their SEC filing dated February 07, 2018.
According to their SEC Form ADV, SCOTT SNOW (FINANCIAL ADVISORS) LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.01%
Average Client Assets: $6.1 million
Total Client Accounts: 427
Non-Discretionary Accounts: 427
Regulatory Filings
CRD Number: 121222
Filing ID: 1169367
Last Filing Date: 2018-02-07 15:14:00