CRD: 164999
Snowbird Financial LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-31-2012
- Office Locations
- 1
Office Locations
About Snowbird Financial LLC
Snowbird Financial is an Indianapolis-based RIA offering complimentary consultations, personalized asset management, and ongoing financial planning. Portfolios are guided by client-specific Investment Policy Statements and built primarily with ETFs, with custody through Charles Schwab. The firm serves retail investors evaluating their strategy, building wealth, or planning for life’s next chapter.
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Investment Themes
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Technology
Owner & Executives
BRIAN JEFFREY ROBINSON
Financial Advisor, General Partner, Managing Member - Cco
- CRD
- #4927755
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,433,493 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,433,493 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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