Barbara
Luttenberger

Snowden Capital Advisors LLC

CRD#1318711
Investment Advisor
in Pasadena, CA

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About this Advisor

Barbara Luttenberger is a financial advisor operating out of Pasadena, California with 7 years of relevant experience. Luttenberger is on the advisory team at Snowden Capital Advisors LLC. Over the course of their career, Luttenberger has held roles at Public Counsel Law Center and Snowden Lane Partners. Luttenberger maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to operate in California, Ohio and Texas. Snowden Capital Advisors LLC is a business operating out of New York, NY. The firm has offices in 12 locations and a total of 136 employees. It administers $5 billion in assets under management across its 8,037 accounts, placing it among the biggest firms in the country by assets under management. The firm serves 16 charities and foundations. Of its 8,037 client accounts, 27% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Snowden Capital Advisors LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fees usually depend on which services are offered. However, fees billed by Snowden Capital Advisors LLC likely consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

225 South Lake Avenue Suite 1020
Pasadena, CA 91101

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Snowden Capital Advisors LLC Brokerage Details

Total Assets Under Management

$4,740,033,500

CA Average: $7,464,549,021
Total Number of Employees

136

CA Average: 88
Total Number of Accounts

8,037

CA Average: 3,892
Average Account Size

$589,776

CA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Barbara Luttenberger Work History

Barbara has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

Snowden Lane Partners

2013 - 2015 (2 years)

Public Counsel Law Center

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Barbara Luttenberger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Snowden Capital Advisors LLC

Joseph Raieta
New York, NY
Erin Stoecker
Baltimore, MD
Barbara Luttenberger
Pasadena, CA
Andrew Heitner
New York, NY
Christian Gallo
New York, NY
Mark Conway
New York, NY
Julie Babcock
Pasadena, CA
Gregory Franks
New Haven, CT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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