SNOW FINANCIAL MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $97.6M |
| Discretionary | $97.6M100% of AUM |
| Client Accounts | 141 |
| Avg Account Size | $692K |
| Employees | 4 |
| Peak AUM | $182.0MFeb 2018 |
| AUM CAGR | +6.4% /yrover 22 yrs · 63 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $98M | 1.1% | +0.1% | 3.0% | |
| Discretionary AUM | $98M | ||||
Key Metrics
| Total AUM | $97.6M |
| Discretionary | $97.6M |
| Employees | 4 |
| Client Accounts | 141 |
Contact & Location
Phone
631-537-5033
Filing History
63 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$98M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported