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SNOWCAP CAPITAL MANAGEMENT
8117 Preston Road
Suite 610
Dallas, Texas 75225
Tel: 214-739-2025
About SNOWCAP CAPITAL MANAGEMENT
SNOWCAP CAPITAL MANAGEMENT, formally registered with the SEC as SNOWCAP CAPITAL MANAGEMENT. The firm was established in 08/04/2008. They have over 1 offices throughout the country.
SNOWCAP CAPITAL MANAGEMENT is a Dallas, Texas based Financial Planning firm with nearly $212,705,464 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146883 |
| SEC# | 801-69447 |
| Assets Managed by Firm | $212,705,464 |
| No. of Clients | 20 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 20 | $212,705,464 |
| Individuals (other than high net worth individuals) | 7 | $1,713,837 |
| High net worth individuals | 8 | $31,414,685 |
| Charitable organizations | Fewer than 5 clients | $13,605,587 |
| Corporations or other businesses | Fewer than 5 clients | $161,099,031 |
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