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| Happy Holidays!! thanks for using AUM13F!! |
| Snowden Capital Advisors LLC
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| CRD # | 157299 |
| SEC # | 801-72332 |
| CIK # | 0001903055 |
| AUM | $7.6 B (2025-04-16) |
| Employees | 145 (67% Investors, 91% Brokers) |
| Phone | 646-218-9760 |
| Address | 540 Madison Ave New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001903055 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Broadcom Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Palantir Technologies Inc | 0.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| VISA Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Oracle Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Goldman Sachs Group Inc | 0.0 | ||
| McGraw-hill Companies Inc | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| AbbVie Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,157 | 1.3 |
| (b) Individuals (high net worth individuals) | 1,524 | 5.9 |
| (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 | 62 | 0.1 |
| (h) Charitable organizations | 12 | 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 | 16 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 9,968 | 7.6 |
| By Discretionary | ||
| Discretionary | 8,191 | 6.2 |
| Non-Discretionary | 1,777 | 1.4 |
| Total | 9,968 | 7.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.2 | |
| United States Persons | 5.4 | |
| Total | 9,968 | 7.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001903055] |
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|---|---|---|
|
Shuster Advisory Group LLC
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CA | 7.9 |
|
Sentry Management Inc
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TX | 7.8 |
|
F L Putnam Investment Management Co
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Northwest Capital Management Inc
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OR | 7.6 |
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Farther Finance Advisors LLC
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Intellicents Investment Solutions Inc
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Centaurus Financial Inc
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US Capital Wealth Advisors LLC
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|
Jonathan Roberts Advisory Group Inc
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FL | 7.2 |
|
Foundations Investment Advisors LLC
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AZ | 7.2 |