TNL ASSET MANAGEMENT LLC
Legal name: SNOWBALL WEALTH MANAGEMENT
CRD #137419 SEC #801-130346 BOULDER, CO 303-666-6292
SEC Registered
Total AUM
$130.5M
Discretionary
$130.5M
Employees
4
Clients
101
Accounts
145
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 13, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEBOR, TODD, NICHOLS | I | CEO/CCO | E | Control |
| LEBOR, TODD, NICHOLS | I | CEO/CCO | E | Control |
| LEBOR, TODD, NICHOLS | I | CEO/CCO | E | Control |
Registrations
Federal
IA
Feb 13, 2025 REGISTERED
Notice Filings (5)
AZ CA CO IL TX
Address
3445 PENROSE PLACESUITE 130
BOULDER, CO 80301
United States
Phone: 303-666-6292