Snow Financial Management, LLC

Snow Financial Management, LLC (CRD# 131068) is a financial advisory firm headquartered in , . They manage $161,712,310 in 97 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $1,667,137
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

CA, NJ, NY

Financial Advisors at Snow Financial Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Mark Snow
CRD#: 4397150
Water Mill, NY
93
Wealthminder
score

Mark Snow (CRD# 4397150) is an Investment Advisor Representative working at Snow Financial Management, LLC in Water Mill, NY and has over 15 years of experience in the finance industry.

2
Michael Snow
CRD#: 2196395
Water Mill, NY
93
Wealthminder
score

Michael Snow (CRD# 2196395) is an Investment Advisor Representative working at Snow Financial Management, LLC in Water Mill, NY and has over 12 years of experience in the finance industry.

3
Irene C. Hecht
CRD#: 6188750
Water Mill, NY
90
Wealthminder
score

Irene Hecht (CRD# 6188750) is an Investment Advisor Representative working at Snow Financial Management, LLC in Water Mill, NY and has over 3 years of experience in the finance industry.

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