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SNOW FINANCIAL MANAGEMENT, LLC
CRD 131068 · SEC 801-63360
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$97.6M
Discretionary AUM
$97.6M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-28
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $5.2M |
| High net worth individuals | 35 | $92.4M |
States served
CA, NY, FL
All web addresses on file
Official SEC filing: View on IAPD