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SNOWDEN CAPITAL ADVISORS LLC
CRD 157299 · SEC 801-72332
540 MADISON AVE., 9TH FLOOR, NEW YORK, NY, 10022, United States
Phone
646-218-9760
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$8.87B
Discretionary AUM
$7.43B
Team
154 total employees; 105 advisory reps; 122 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4298 | $1.49B |
| High net worth individuals | 1580 | $7.08B |
| Pension/profit sharing plans | 75 | $134.4M |
| Charitable organizations | 57 | $139.3M |
| Corporations/business entities | 11 | $26.8M |
States served
VT, AL, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, LA, ME, MD, MA, MI, MN, MT, NV, NJ, NM, NY, NC, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD