Snowbird Financial LLC

Snowbird Financial LLC (CRD# 164999) is a financial advisory firm headquartered in Indianapolis, IN. They manage $24,119,488 in 241 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
9165 Otis Ave, Suite 219, Indianapolis, IN 46216
http://www.snowbirdfinancial.com
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    241
    ACCOUNTS
  • Average Account Value
    $100,081
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
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 Robinson, financial advisor Indianapolis IN
Brian J. Robinson
CRD#: 4927755
9165 Otis Ave, Suite 219, Indianapolis, IN 46216

Brian Robinson (CRD# 4927755) is an Investment Advisor Representative working at Snowbird Financial LLC in Indianapolis, IN and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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