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Building 2SCOTT SNOW (FINANCIAL ADVISORS) LLC

Map pinWESTLAKE, OH
Phone440-871-7669
NotebookSEC #801-64172
Total AUM
$620.8M
Employees
3
Clients
90

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1991 CROCKER ROAD, SUITE 210
WESTLAKE
OH 44145
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
440-871-7669

ReceiptFinancials

Total AUM
$620.8M
Accounts
553
Discretionary
$0
Accounts
0
Non-Discretionary
$620.8M
Accounts
553

ContactClients

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Individual Clients
18
AUM
$11M
HNW Individual Clients
71
AUM
$601.5M
Charitable Organization Clients
1
AUM
$8.2M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
LAOH

HandshakeAffiliates

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

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