Snowcap Financial

Snowcap Financial (CRD# 313353) is a financial advisory firm headquartered in , . They manage $7,485,667 in 29 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
https://www.linkedin.com/company/snowcap-financial
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $258,126
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, MA, OK, TX

Financial Advisors at Snowcap Financial
Showing 1 - 1 of 1 top financial advisors.
1
Kyle Kues, financial advisor Castle Rock CO
Kyle D. Kues
CRD#: 6987228
Castle Rock, CO

Kyle Kues (CRD# 6987228) is an Investment Advisor Representative working at Snowcap Financial in Castle Rock, CO and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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