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Building 2SNAVELY ASSOCIATES FINANCIAL SERVICES

Map pinLEMOYNE, PA
Phone717-737-3488
NotebookSEC #801-124937
Total AUM
$182.6M
Employees
2
Clients
279

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1035 MUMMA ROAD
SUITE 101
LEMOYNE
PA 17043
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
717-737-3488

ReceiptFinancials

Total AUM
$182.6M
Accounts
627
Discretionary
$0
Accounts
0
Non-Discretionary
$182.6M
Accounts
627

ContactClients

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Individual Clients
227
AUM
$71.8M
HNW Individual Clients
52
AUM
$110.7M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NHPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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