Jr Snell Capital Management, LLC

Jr Snell Capital Management, LLC (CRD# 117598) is a financial advisory firm headquartered in , . They manage $16,807,159 in 199 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    199
    ACCOUNTS
  • Average Account Value
    $84,458
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, NY, WA

Financial Advisors at Jr Snell Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey R. Snell
CRD#: 1790083
Cave Creek, AZ 85327
98
Wealthminder
score

Jeffrey Snell (CRD# 1790083) is an Investment Advisor Representative working at Jr Snell Capital Management, LLC in Cave Creek, AZ and has over 30 years of experience in the finance industry.

2
Gloria M. Roberts
CRD#: 5011439
Cave Creek, AZ
93
Wealthminder
score

Gloria Roberts (CRD# 5011439) is an Investment Advisor Representative working at Jr Snell Capital Management, LLC in Cave Creek, AZ and has over 12 years of experience in the finance industry.

3
Roger H. Weller
CRD#: 2315028
Cave Creek, AZ 85327
88
Wealthminder
score

Roger Weller (CRD# 2315028) is an Investment Advisor Representative working at Jr Snell Capital Management, LLC in Cave Creek, AZ and has over 18 years of experience in the finance industry.

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