Snowwater Investment Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 311790
- Registered since
- January 4, 2021
- Website
- www.snowwaterinvestments.com
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI65.38%
- Corporations / Businesses34.62%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Snowwater Investment Partners, LLC is an independent, SEC-registered RIA that positions itself as a capital allocator for individual and family clients. Registered in 2021, the firm provides discretionary portfolio management, financial planning, and selection of outside advisers. Its fees are a mix of percentage-of-AUM and fixed-fee arrangements. Snowwater reports a preference toward fixed-income strategies, does not designate itself an active ESG investor, and identifies as a domestic-owner, individual-led limited liability company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds30%
- Exchange Traded Equities25%
- Other15%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents10%
Contacts
2 of 2
Bradford Orben
Founder and Managing PartnerCRD 2269125
Victor Flores
Managing PartnerCRD 5246496
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$48.6M in ETFs
90%
$43.9M
0%
$4.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $8.7M | 11,803 | 17.89% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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