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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 $214,707,875 assets under management, offering retirement planning & investment advisory services to 514 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 | $214,707,875 |
| No. of Clients | 514 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
- Security ratings or pricing services
- Education seminars/workshops
- Other (INVESTMENT-RELATED CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 514 | $214,707,875 |
| Individuals (other than high net worth individuals) | 139 | $94,212,674 |
| High net worth individuals | 170 | $115,148,824 |
| Corporations or other businesses | Fewer than 5 clients | $5,346,377 |
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|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $298,729,428,900 | 360116 | 4065 | |
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