SNAVELY ASSOCIATES FINANCIAL SERVICES

SAFS, LLC Legal Name

Adviser information for SNAVELY ASSOCIATES FINANCIAL SERVICES last updated from Form ADV on January 24th, 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	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Pennsylvania, United States

Employees

Total Number of Employees	2
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
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	0	$0
Non-Discretionary	230	$128.5M
Total	230	$128.5M

Clients

Type	Number	RAUM
Individuals	195	$60.0M
HNW Individuals	35	$68.5M
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	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	19
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businesses
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-124937
SEC ERA File Number	801-124937
SEC CIK Numbers	None
SEC CRD Numbers	144405
Legal Entity Identifier	None

Principal Office

1035 MUMMA ROAD
SUITE 101
LEMOYNE
PA
United States

Monday - Friday, 9:00 AM TO 5:00 PM

Tel: 717-737-3488, Fax: 717-763-8890

Websites

snavelyfinancial.com/

Chief Compliance Officer

JACK E. SNAVELY II

1035 MUMMA ROAD

SUITE 101

LEMOYNE

United States

Tel: 717-737-3488

Fax: 717-763-8890

J***@*******************M

(Full email address available in API data)

Regulatory Contact

SHAWNA NALE