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SNIDER ADVISORS
100 Decker Court
Suite 120
Irving, Texas 75062
Tel: 214-220-0055
About SNIDER ADVISORS
SNIDER ADVISORS, formally registered with the SEC as SNIDER ADVISORS. The firm was established in 02/27/2017. They have over 1 offices throughout the country.
SNIDER ADVISORS is a Irving, Texas based Financial Planning firm with nearly $173,760,526 assets under management, offering retirement planning & investment advisory services to 508 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 120943 |
| SEC# | 801-110026 |
| Assets Managed by Firm | $173,760,526 |
| No. of Clients | 508 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Commision Based
Advisory Services Provided
- Portfolio Management for Individuals
- Publication of periodicals or Newsleters
- Security Rating
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 508 | $173,760,526 |
| Individuals (other than high net worth individuals) | 140 | $75,821,287 |
| High net worth individuals | 171 | $92,670,462 |
| Charitable organizations | 1 | $645,857 |
| Corporations or other businesses | 2 | $4,622,920 |
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|---|---|---|---|
| $652,741,971,627 | 818 | 1096 | |
| $192,398,103,714 | 269289 | 3349 | |
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