Snow Richard Avery (Pittsburgh)

Snow Richard Avery is a large advisory firm based in Pittsburgh. It manages $127.95 million of regulatory assets for 106 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.

Snow Richard Avery provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Snow Richard Avery: assets under management

The assets under management (AUM) of Snow Richard Avery is $127.95 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $127.95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.21 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Snow Richard Avery for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Snow Richard Avery

Richard Snow has been acting as President since 1 Jul 1984. Richard A Snow joined the executive team most recently as the Limited Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Snow	President	1 Jul 1984	75% - 100%	2104202
Richard A Snow	Limited partner	1 Sep 2001	25% - 50%	2104202
Snow Capital Management Inc.	General partner	1 Sep 2001	Other	25-1894428
Peter J Sardano	Limited partner	1 Sep 2001	50% - 75%	4451488

Based in Pittsburgh

The principal office where Snow Richard Avery performs its advisory services is located at 3609 Mcknight East Drive, Pittsburgh, PA 15237, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.