SNIDER FINANCIAL GROUP
SNIDER RETIREMENT STRATEGIES, INC. Legal Name
Adviser information for SNIDER FINANCIAL GROUP last updated from Form ADV on February 22nd, 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 | Washington, United States |
Employees
| Total Number of Employees | 10 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 3 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 955 | $315.8M |
| Non-Discretionary | 0 | $0 |
| Total | 955 | $315.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 253 | $85.5M |
| HNW Individuals | 93 | $230.3M |
| 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 | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection 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 | 0 |
| Both for Same | 32.4M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| STRATEGIC WEALTH MANAGEMENT II | SNIDER FINANCIAL GROUP |
Identifiers
| SEC RIA File Number | 801-69025 |
|---|---|
| SEC ERA File Number | 801-69025 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 117392 |
| Legal Entity Identifier | None |
Principal Office
12505 BEL-RED ROADSUITE 200
BELLEVUE
WA
United States
Monday - Friday, 8:00A.M. - 4:30 P.M.
Tel: 425-453-7080, Fax: 425-453-5498
Chief Compliance Officer
HEATHER BUSH
CHIEF OPERATING OFFICER
12505 BEL-RED ROAD
SUITE 200
BELLEVUE
WA
United States
Tel:
425-453-7080
Fax:
425-453-5498
H******@***********************M
(Full email address available in API data)
Industry Affiliates
| FINTAX PARTNERS LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SNIDER, MONTE, LEE | Individual | – | PRESIDENT | 06/2001 | > 75% |
| BUSH, HEATHER, LYNN | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2022 | < 5% |