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SNOWBIRD FINANCIAL LLC

Advisory

IN

Data as of Mar 10, 2026 · Source: SEC Form ADV

Average account
$111K
across 318 accounts
AUM per adviser
$35M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM
$35M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$35M
Discretionary AUM$35M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients179
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAK, FL, IN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

DEL PRINCIPE O'BRIEN FINANCIAL ADVISORS
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TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC
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$34M
GLENFINNEN CAPITAL LLC
FORT WAYNE, IN
$37M
+3.9% 1Y
VALENTINE WEALTH MANAGEMENT LLC
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$37M
SKINNER FINANCIAL SERVICES, INC.
FORT WAYNE, IN
$34M
+28.3% 1Y

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