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Scott Snow (Financial Advisors) LLC
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Westlake, Ohio
$493.2 million AUM
1 office

Scott Snow (Financial Advisors) LLC is based in Westlake, Ohio and has $493.2 million in assets under management.

Location
1991 Crocker Road, Suite 210
Westlake, OH 44145
Contact
$493.2 million
AUM
3
Employees
AUM Share
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$493,204,040
Assets under management
496 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 20 $11,791,500 2% $589,575
High net worth individuals 67 $473,563,390 96% $7,068,110
Charitable organizations 1 $7,849,150 2% $7,849,150
Employees Share
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3
Employees
3
Investment analysts
100% of total employees
AUM per employee Share
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$493,204,040
Assets under management
$164,401,347
AUM per employee
$164,401,347
AUM per investment analyst
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Compensation

Scott Snow (Financial Advisors) LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Scott Snow (Financial Advisors) LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 121,222
SEC number 801-64172
Legal structure Limited Liability Company
Legal governance Ohio, United States
Latest ADV filing date February 06, 2020

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