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 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management24MILLION
-
Total Number of Accounts241ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AK, FL, IN
Financial Advisors at Snowbird Financial LLC
1
Brian Robinson (CRD# 4927755) is an Investment Advisor Representative working at Snowbird Financial LLC in Indianapolis, IN and has over 19 years of experience in the finance industry.
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