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SNOWBALL WEALTH MANAGEMENT
TNL ASSET MANAGEMENT LLC
CRD 137419 · SEC 801-130346
3445 PENROSE PLACE, SUITE 130, BOULDER, CO, 80301, United States
Phone
303-666-6292
Fax
661-391-9378
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$139.3M
Discretionary AUM
$139.3M
Team
4 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 135 | $73.9M |
| High net worth individuals | 27 | $64.0M |
| Charitable organizations | 1 | $1.1M |
| Corporations/business entities | 1 | $267K |
States served
AZ, CA, CO, IL, TX
All web addresses on file
Official SEC filing: View on IAPD