Snow Financial Management, LLC
● SEC registered since 2004CRD 131068SEC# 801-63360
Reg. AUM
$97.6M
Employees
4
Accounts
141
Location
—
Snow Financial Management, LLC assets under management
Snow Financial Management, LLC is an SEC-registered investment adviser. The firm has been registered since 2004. It reports $97.6 million in regulatory assets under management and employs 4 people.
Snow Financial Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Snow Control | Chief Compliance Officer | Under 5% | 2013 |
| Michael Snow Control | Managing Member | Over 75% | 2004 |
Frequently asked questions
How much does Snow Financial Management, LLC manage?
Snow Financial Management, LLC reports $97.6 million in regulatory assets under management on its Form ADV.
How many employees does Snow Financial Management, LLC have?
Snow Financial Management, LLC reports 4 employees.
Does Snow Financial Management, LLC disclose fund performance?
Snow Financial Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 631-537-5033 |
| Fax | 631-237-4863 |
| Office hours | 9a.m. -5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$97.6M▼ 1%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$97.6Mregulatory AUM
Discretionary $97.6M