Michael Snow D/B/A Snow Financial Management (Watermill)

Michael Snow D/B/A Snow Financial Management is a large advisory firm based in Watermill. It manages $42 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California and New York.

Michael Snow D/B/A Snow Financial Management 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.

Michael Snow D/B/A Snow Financial Management: assets under management

The assets under management (AUM) of Michael Snow D/B/A Snow Financial Management is $42 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 $42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Michael Snow D/B/A Snow Financial Management 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.

Careers at Michael Snow D/B/A Snow Financial Management

Gay Snow joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Snow	Chief executive officer	1 Mar 2004	75% - 100%	2196395
Gay Snow	Chief compliance officer	1 Apr 2004	Other	4788726

Based in Watermill

The principal office where Michael Snow D/B/A Snow Financial Management performs its advisory services is located at 423 Jobs Lane, Watermill, NY 11976, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.