CRD: 311790
Snowwater Investment Partners, LLC
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- Custodian
- Bofa Securities · Citibank · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-04-2021
- Office Locations
- 3
Office Locations
About Snowwater Investment Partners, LLC
Snowwater Investment Partners is an independent, fiduciary wealth management boutique providing family office services, comprehensive financial and retirement planning, and discretionary investment management. The team personally manages client portfolios with an emphasis on long-term growth, capital preservation, and a customized managed-income structured note strategy. The firm works with partners such as Citi and J.P. Morgan.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRADFORD RICHARD ORBEN
Chief Compliance Officer, Managing Member, PRINCIPAL
- CRD
- #2269125
- Ownership
- 75% or more
VICTOR MICHAEL FLORES
Managing Member, Partner
- CRD
- #5246496
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Fatima Farooq
Senior Analyst
- CRD
- --
VICTOR MICHAEL FLORES
Managing Member, Partner
- CRD
- #5246496
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,300,000,000 | $7,027,027 |
| Non-Discretionary | $0 | -- |
| Total | $1,300,000,000 | $7,027,027 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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