Snow, Michael is a large advisory firm based in Watermill. It manages $126.6 million of regulatory assets for 62 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, New Jersey, and New York.
Snow, Michael provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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, Michael is $126.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 397% 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, Michael 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.
Snow, Michael is owned by Michael Snow. Mark Snow joined the executive team most recently as the Chief Compliance Officer.
The principal office where Snow, Michael 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.
You can reach the main office by calling the phone number 631-537-5033 or by fax 631-237-4863. The normal business hours are 9am -5pm on Monday - Friday.