Snl Investments, LLC is a large advisory firm based in Fort Collins. It manages $43.4 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Colorado.
Snl Investments provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Snl Investments, LLC is $43.4 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Snl Investments, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Snl Investments, LLC performs its advisory services is located at 155 E. Boardwalk Drive, Fort Collins, CO 80525, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 970-232-3080 or by fax 970-232-3070. The normal business hours are 8:00 am to 4:00 pm on Monday - Friday.