CRD: 131068
Snow Financial Management, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-23-2004
- Office Locations
- 2
Office Locations
About Snow Financial Management, LLC
Snow Financial Management, LLC is an independent RIA providing bespoke discretionary investment management and financial planning for individuals and business owners/entrepreneurs. Portfolios emphasize asset allocation using ETFs and fixed income, aiming to keep implementations simple rather than sprawling plan documents or hundreds of holdings. Custodied primarily at Charles Schwab and Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL SNOW
Chief Executive Officer, Managing Member
- CRD
- #2196395
- Ownership
- 75% or more
MARK SNOW
Chief Compliance Officer, Director
- CRD
- #4397150
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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IRENE CHARLOTTE HECHT
Advisor
- CRD
- #6188750
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,568,392 | $691,974 |
| Non-Discretionary | $0 | -- |
| Total | $97,568,392 | $691,974 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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