Falists
← Back to search

SNOWWATER INVESTMENT PARTNERS, LLC

CRD 311790 · SEC 801-120047

Visit website

NY, United States

Phone

(203) 997-6670

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.30B

Discretionary AUM

$1.30B

Team

3 total employees; 2 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals55$850.0M

States served

NY, CT

All web addresses on file

Official SEC filing: View on IAPD