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Building 2SNOW FINANCIAL MANAGEMENT, LLC

Map pin
Phone631-537-5033
NotebookSEC #801-63360
Total AUM
$97.6M
Employees
4
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM -5PM
Monday - Friday
Phone
631-537-5033

ReceiptFinancials

Total AUM
$97.6M
Accounts
141
Discretionary
$97.6M
Accounts
141
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
15
AUM
$5.2M
HNW Individual Clients
35
AUM
$92.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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