SNYDER WEALTH GROUP
MARK J SNYDER FINANCIAL SERVICES INC Legal Name
Adviser information for SNYDER WEALTH GROUP last updated from Form ADV on March 29th, 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 | New York, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 5 |
| Registered State Investment Advisers | 10 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,019 | $345.5M |
| Non-Discretionary | 0 | $0 |
| Total | 1,019 | $345.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 1,155 | $255.7M |
| HNW Individuals | 59 | $85.4M |
| 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 | <5 | $2.1M |
| Charitable organizations | <5 | $2.3M |
| 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 | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 33.7M |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| VISION2020 WEALTH MANAGEMENT PROGRAM | OSAIC WEALTH, INC. |
Principal Office
1733 N OCEAN AVESUITE B
MEDFORD
NY
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 631-289-4224, Fax: 631-289-8130
Chief Compliance Officer
MARK J. SNYDER
PRESIDENT, OWNER
1733 N. OCEAN AVENUE
SUITE B
MEDFORD
NY
United States
Tel:
631-289-4224
Fax:
631-289-8130
M***@********************M
(Full email address available in API data)
Regulatory Contact
MACKENZIE KLOUDA
1733 NORTH OCEAN AVENUE
MEDFORD
NY
United States
Tel:
631-289-4224
M********@********************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 |
|---|---|---|---|---|---|
| SNYDER, MARK, JEFFREY | Individual | – | PRESIDENT & CHIEF COMPLIANCE OFFICER | 01/1998 | > 75% |