Snowball Wealth Management
Snowball Wealth Management (CRD# 137419) is a financial advisory firm headquartered in Boulder, CO. They manage $123,500,000 in 349 accounts and serve the financial needs of clients across 5 states (or territories).
-
Total Assets Under Management124MILLION
-
Total Number of Accounts349ACCOUNTS
-
Average Account Value$353,868
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, IL, TX
Todd Lebor (CRD# 5039931) is an Investment Advisor Representative working at Snowball Wealth Management in Boulder, CO and has 1 year of experience in the finance industry.
Kevin Haggerty (CRD# 6253879) is an Investment Advisor Representative working at Snowball Wealth Management in Boulder, CO and has over 10 years of experience in the finance industry.
Daniel McCaslin (CRD# 7440269) is an Investment Advisor Representative working at Snowball Wealth Management in Boulder, CO and has 1 year of experience in the finance industry.