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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 |
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