Snow Financial Management, Llc
- Regulatory AUM
- $97.6M
- Discretionary
- $97.6M
- Clients
- 50
- Avg AUM / client
- $2.0M
- Accounts
- 141
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 15 | $5.2M | 5.29% |
| High net worth individuals | 35 | $92.4M | 94.7% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Snow | Managing Member | Mar 2004 (22y) | 75% or more | |
| Mark Snow | Chief Compliance Officer | Mar 2013 (13y) | Less than 5% | |
| Irene Charlotte Hecht | Registered representative | Jun 2016 (10y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/28/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $67.0M (69% of AUM) Mar 2026
- Charles Schwab & Co. $30.6M (31% of AUM) Mar 2026
- E*TRADE (Morgan Stanley) $4.0M (3% of AUM) Feb 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 28, 2026.
View current Form ADV (SEC/IAPD) ↗