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Snowden Capital Advisors LLC
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CRD # | 157299 |
SEC # | 801-72332 |
CIK # | 0001903055 |
AUM | $5.9 BB (2024-03-30) |
Employees | 148 (66% Investors, 79% Brokers) |
Phone | 646-218-9760 |
Address | 540 Madison Ave New York, NY 10022 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
AAPL | 2,382.8 | 0.1 | |
NVDA | 399.6 | 0.1 | |
MSFT | 1,918.2 | 0.1 | |
AMZN | 1,093.0 | 0.1 | |
GOOG | 1,482.6 | 0.0 | |
AVGO | 201.3 | 0.0 | |
META | 434.9 | 0.0 | |
TSM | 437.4 | 0.0 | |
JPM | 340.2 | 0.0 | |
LLY | 301.8 | 0.0 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 4,416 | 0.8 |
(b) Individuals (high net worth individuals) | 1,866 | 4.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 17 | 0.2 |
(h) Charitable organizations | 19 | 0.1 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 22 | 0.1 |
(n) Other | 0 | 0.0 |
Total | 9,455 | 5.9 |
By Discretionary | ||
Discretionary | 7,832 | 4.6 |
Non-Discretionary | 1,623 | 1.3 |
Total | 9,455 | 5.9 |
By Non-United States Persons | ||
Non-United States Persons | 1.0 | |
United States Persons | 5.0 | |
Total | 9,455 | 5.9 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001903055] |
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One Capital Management LLC
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|
CA | 6.2 |
F L Putnam Investment Management Co
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MA | 6.2 |
Thrivent Advisor Network LLC
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MN | 6.2 |
GYL Financial Synergies LLC
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CT | 6.1 |
Intellicents Investment Solutions Inc
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MN | 6.0 |
NorthRock Partners LLC
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MN | 5.8 |
Jonathan Roberts Advisory Group Inc
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FL | 5.7 |
Zhang Financial LLC
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MI | 5.7 |
Frontier Asset Management LLC
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WY | 5.7 |
Crestwood Advisors Group LLC
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MA | 5.7 |