SNYDER WEALTH GROUP

1733 N Ocean Ave
Suite B
Medford, New York 11763
Tel: 631-289-4224

About SNYDER WEALTH GROUP

SNYDER WEALTH GROUP, formally registered with the SEC as SNYDER WEALTH GROUP. The firm was established in 05/09/1991. They have over 8 offices throughout the country.

SNYDER WEALTH GROUP is a Medford, New York based Financial Planning firm with nearly $345,487,200 assets under management, offering retirement planning & investment advisory services to 1019 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106425
SEC#	801-38888
Assets Managed by Firm	$345,487,200
No. of Clients	1019
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1019	$345,487,200
Individuals (other than high net worth individuals)	1155	$255,661,200
High net worth individuals	59	$85,400,000
Pension and profit sharing plans	Fewer than 5 clients	$2,100,000
Charitable organizations	Fewer than 5 clients	$2,326,000

More Retirement Planning firms in Medford, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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