12505 Bel-Red Road
Suite 200
Bellevue, Washington 98005
Tel: 425-453-7080
SNIDER FINANCIAL GROUP, formally registered with the SEC as SNIDER FINANCIAL GROUP. The firm was established in 04/14/2008. They have over 2 offices throughout the country.
SNIDER FINANCIAL GROUP is a Bellevue, Washington based Financial Planning firm with nearly $315,808,386 assets under management, offering retirement planning & investment advisory services to 955 clients. The firm is staffed with 10 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 117392 |
SEC# | 801-69025 |
Assets Managed by Firm | $315,808,386 |
No. of Clients | 955 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 955 | $315,808,386 |
Individuals (other than high net worth individuals) | 253 | $85,516,839 |
High net worth individuals | 93 | $230,291,547 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$26,678,534,447 | 15 | 78 | |
$25,872,395,406 | 10 | 37 | |
$22,024,300,000 | 49099 | 643 | |
$18,201,054,484 | 6270 | 150 | |
$11,439,805,300 | 5947 | 56 |
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