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Building 2SNOWBALL WEALTH MANAGEMENT

Map pinBOULDER, CO
Phone303-666-6292
NotebookSEC #801-130346
Total AUM
$139.3M
Employees
4
Clients
164

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3445 PENROSE PLACE
SUITE 130
BOULDER
CO 80301
United States
Operating Hours
9-5
Monday - Friday
Phone
303-666-6292
Other Offices
1

ReceiptFinancials

Total AUM
$139.3M
Accounts
164
Discretionary
$139.3M
Accounts
164
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
135
AUM
$73.9M
HNW Individual Clients
27
AUM
$64M
Charitable Organization Clients
1
AUM
$1.1M
Corporation or Business Clients
1
AUM
$267K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOILTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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