SNIDER ADVISORS
CHRONIM INVESTMENTS INC. Legal Name
Adviser information for SNIDER ADVISORS last updated from Form ADV on February 16th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 185 | $77.3M |
| Non-Discretionary | 329 | $137.4M |
| Total | 514 | $214.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 139 | $94.2M |
| HNW Individuals | 170 | $115.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $5.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPublication of periodicals or newslettersSecurity ratings or pricing servicesEducational seminars/workshopsINVESTMENT-RELATED CONSULTING |
|---|---|
| Compensation | % of AUMFixed feesCommissions |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-110026 |
|---|---|
| SEC ERA File Number | 801-110026 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 120943 |
| Legal Entity Identifier | None |
Principal Office
100 DECKER COURTSUITE 120
IRVING
TX
United States
Monday - Friday, 8:30AM-5:00PM
Tel: 214-220-0055, Fax: None
Chief Compliance Officer
JESSE ANDERSON
CHIEF EXECUTIVE OFFICER
100 DECKER COURT
SUITE 120
IRVING
TX
United States
Tel:
214-220-0055
Fax:
888-647-6430
J********@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ANDERSON, JESSE, GILBERT | Individual | – | CCO, SHAREHOLDER | 12/2010 | 50-75% |
| CURTIS, TYLER, VINCENT | Individual | – | SHAREHOLDER | 12/2014 | 25-50% |