Renee
Snow

Asl Financial, LLC

CRD#2565833
Investment Advisor
in Los Gatos, CA

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About this Advisor

Renee Snow is a financial advisor based in Los Gatos, California, working with Asl Financial, LLC. Renee has previously held positions at Asl Financial, LLC, Sagepoint Financial, Inc, and Osaic Wealth, Inc. Renee has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Renee is part of Asl Financial, LLC, which operates out of Los Gatos, California. The firm has one employee and manages assets totaling $137.1 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Asl Financial, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

987 University Avenue Suite 8
Los Gatos, CA 95032

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Asl Financial, LLC Brokerage Details

Total Assets Under Management

$137,077,384

CA Average: $7,578,581,321
Total Number of Employees

1

CA Average: 43
Total Number of Accounts

296

CA Average: 3,727
Average Account Size

$463,099

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Renee Snow Work History

2023 - Present (2 years)

Osaic Wealth, Inc

1998 - Present (27 years)

Asl Financial, LLC

2009 - 2023 (14 years)

Sagepoint Financial, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Renee Snow 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 Asl Financial, LLC

Renee Snow
Los Gatos, CA

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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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