SNOW FINANCIAL MANAGEMENT, LLC

Overview

Snow Financial Management, LLC is a small, fee-based RIA that focuses on portfolio management for individuals and small businesses. The firm leans toward equity-centered portfolios, using exchange-traded equities as its primary building block while supplementing with mutual funds and targeted real estate exposures. Its business model is percentage-of-AUM advisory fees and it operates as an owner-operated limited liability company that has been SEC-registered since 2004. Snow Financial does not list itself as an active ESG investor and it does not operate as a multi-state adviser. Investment activity is concentrated and discretionary: the firm manages a relatively compact book of business and appears to favor liquid, marketable instruments—chiefly ETFs and individual equities—while allocating a portion of client assets to real estate exposures through REITs or third-party real estate managers for income and diversification.

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Location & Offices