Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > pennsylvania > lemoyne > SNAVELY ASSOCIATES FINANCIAL SERVICES
SNAVELY ASSOCIATES FINANCIAL SERVICES
1035 Mumma Road
Suite 101
Lemoyne, Pennsylvania 17043
Tel: 717-737-3488
About SNAVELY ASSOCIATES FINANCIAL SERVICES
SNAVELY ASSOCIATES FINANCIAL SERVICES, formally registered with the SEC as SNAVELY ASSOCIATES FINANCIAL SERVICES. The firm was established in 04/29/2022. They have over 1 offices throughout the country.
SNAVELY ASSOCIATES FINANCIAL SERVICES is a Lemoyne, Pennsylvania based Financial Planning firm with nearly $148,755,438 assets under management, offering retirement planning & investment advisory services to 545 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144405 |
| SEC# | 801-124937 |
| Assets Managed by Firm | $148,755,438 |
| No. of Clients | 545 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 545 | $148,755,438 |
| Individuals (other than high net worth individuals) | 210 | $63,334,000 |
| High net worth individuals | 46 | $85,421,438 |
More Retirement Planning firms in Lemoyne, Pennsylvania:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $333,066,527,268 | 804462 | 2107 | |
| $194,796,322,013 | 93301 | 411 |
Explore More Retirement Advisors in Lemoyne, Pennsylvania