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

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