Snowbird Financial LLC

Snowbird Financial LLC (CRD# 164999) is a financial advisory firm headquartered in , . They manage $4,002,558 in 63 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $63,533
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

FL, IN

Financial Advisors at Snowbird Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brian J. Robinson
CRD#: 4927755
Indianapolis, IN
93
Wealthminder
score

Brian Robinson (CRD# 4927755) is an Investment Advisor Representative working at Snowbird Financial LLC in Indianapolis, IN and has over 11 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.