Snowball Wealth Management
Finance · Colorado, United States · 1-10 Employees
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Overview
Headquarters
315 W South Boulder Rd Ste 207, Louisvil...Phone Number
(303) 666-6292Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
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Jun
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Aug
ZI Rank
1
1
1
1
1
1
About Snowball Wealth Management
Snowball Wealth Management is a financial planning firm based in Boulder, CO, established in 2006. They offer a range of services including financial planning, wealth management, financial consulting, investment consulting, and asset management, all tailored to meet the best interests of their clients. The firm operates as an independent, fee-only Registered Investment Advisor (RIA) and prides itself on providing personalized advice without minimum portfolio requirements. Their dedicated team is committed to educating clients about their investments and is readily available for support and reassurance.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Snowball Wealth Managemen...
<$5M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
1988
CP
Charles PrudhommePrincipal Chief Operating Officer, Lead Advisor, and Financial Planner
Company Profile Activity
Activity Insights
Snowball Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Snowball Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Snowball Wealth Management.
Snowball Wealth Management Tech Stack
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Snowball Wealth Management is a financial planning firm based in Boulder, CO, established in 2006. They offer a range of services including financial planning, wealth management, financial consulting, investment consulting, and asset management, all tailored to meet the best interests of their clients. The firm operates as an independent, fee-only... Read More
