Overview
Assets Under Management: $98 million
High-Net-Worth Clients: 35
Average Client Assets: $2.6 million
Frequently Asked Questions
SNOW FINANCIAL MANAGEMENT, 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 #131068), SNOW FINANCIAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SNOW FINANCIAL MANAGEMENT, LLC serves 35 high-net-worth clients according to their SEC filing dated March 28, 2026. View client details ↓
According to their SEC Form ADV, SNOW FINANCIAL MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
SNOW FINANCIAL MANAGEMENT, LLC manages $98 million in client assets according to their SEC filing dated March 28, 2026.
According to their SEC Form ADV, SNOW FINANCIAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.71%
Average Client Assets: $2.6 million
Total Client Accounts: 141
Discretionary Accounts: 141
Regulatory Filings
CRD Number: 131068
Filing ID: 2077879
Last Filing Date: 2026-03-28 13:59:49