Overview
Assets Under Management: $229 million
Headquarters: NASHVILLE, TN
High-Net-Worth Clients: 55
Average Client Assets: $3.3 million
Frequently Asked Questions
SNOW CREEK WEALTH MANAGEMENT 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 #142983), SNOW CREEK WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
SNOW CREEK WEALTH MANAGEMENT is headquartered in NASHVILLE, TN.
SNOW CREEK WEALTH MANAGEMENT serves 55 high-net-worth clients according to their SEC filing dated November 27, 2018. View client details ↓
According to their SEC Form ADV, SNOW CREEK WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SNOW CREEK WEALTH MANAGEMENT manages $229 million in client assets according to their SEC filing dated November 27, 2018.
According to their SEC Form ADV, SNOW CREEK WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.81%
Average Client Assets: $3.3 million
Total Client Accounts: 574
Discretionary Accounts: 567
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 142983
Filing ID: 1253657
Last Filing Date: 2018-11-27 08:43:00