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.
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 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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Richard Snow has been acting as President since 1 Jul 1984. Richard A Snow joined the executive team most recently as the Limited Partner.
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.
You can reach the main office by calling the phone number 412-369-5025 or by fax 412-369-5032. The normal business hours are 8:30am - 5:00pm on Monday - Friday.