Snw Asset Management, LLC

Snw Asset Management, LLC (CRD# 154461) is a financial advisory firm headquartered in Seattle, WA. They manage $2,419,465,159 in 1,412 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,419
    MILLION
  • Total Number of Accounts
    1,412
    ACCOUNTS
  • Average Account Value
    $1,713,502
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AZ, CA, ID, LA, MO, NM, OR, TX, WA

Financial Advisors at Snw Asset Management, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Timothy M. Benzel
CRD#: 5299272
2001 Sixth Ave., Suite 2310, Seattle, WA 98121
96
Wealthminder
score

Timothy Benzel (CRD# 5299272) is an Investment Advisor Representative working at Snw Asset Management, LLC in Seattle, WA and has over 10 years of experience in the finance industry.

2
Edward Bernhardt
CRD#: 4023885
2001 Sixth Ave., Suite 2310, Seattle, WA 98121
96
Wealthminder
score

Edward Bernhardt (CRD# 4023885) is an Investment Advisor Representative working at Snw Asset Management, LLC in Seattle, WA and has over 17 years of experience in the finance industry.

3
Galen A. True
CRD#: 5667530
2001 Sixth Ave., Suite 2310, Seattle, WA 98121
96
Wealthminder
score

Galen True (CRD# 5667530) is an Investment Advisor Representative working at Snw Asset Management, LLC in Seattle, WA and has over 8 years of experience in the finance industry.

4
Lisa A. Cook
CRD#: 4340412
2001 Sixth Ave., Suite 2310, Seattle, WA 98121
93
Wealthminder
score

Lisa Cook (CRD# 4340412) is an Investment Advisor Representative working at Snw Asset Management, LLC in Seattle, WA and has over 16 years of experience in the finance industry.

5
David W. Richardson
CRD#: 4243552
Meridian, ID
93
Wealthminder
score

David Richardson (CRD# 4243552) is an Investment Advisor Representative working at Snw Asset Management, LLC in Meridian, ID and has over 16 years of experience in the finance industry.

6
Mark J. Baker
CRD#: 5906424
2001 Sixth Ave., Suite 2310, Seattle, WA 98121
90
Wealthminder
score

Mark Baker (CRD# 5906424) is an Investment Advisor Representative working at Snw Asset Management, LLC in Seattle, WA and has over 6 years of experience in the finance industry.

7
Kenneth J. Frey
CRD#: 1717058
2001 Sixth Ave., Suite 2310, Seattle, WA 98121
90
Wealthminder
score

Kenneth Frey (CRD# 1717058) is an Investment Advisor Representative working at Snw Asset Management, LLC in Seattle, WA and has 1 year of experience in the finance industry.

8
Samuel V. Hecker
CRD#: 6106386
2001 Sixth Ave., Suite 2310, Seattle, WA 98121
90
Wealthminder
score

Samuel Hecker (CRD# 6106386) is an Investment Advisor Representative working at Snw Asset Management, LLC in Seattle, WA and has over 4 years of experience in the finance industry.

9
Rebecca A. Miles
CRD#: 6062376
2001 Sixth Ave., Suite 2310, Seattle, WA 98121
90
Wealthminder
score

Rebecca Miles (CRD# 6062376) is an Investment Advisor Representative working at Snw Asset Management, LLC in Seattle, WA and has over 4 years of experience in the finance industry.

10
Jordan E. Mixsell
CRD#: 6077505
2001 Sixth Ave., Suite 2310, Seattle, WA 98121
90
Wealthminder
score

Jordan Mixsell (CRD# 6077505) is an Investment Advisor Representative working at Snw Asset Management, LLC in Seattle, WA and has over 4 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.