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SNYDER WEALTH GROUP
MEDFORD, NY
631-289-4224
SEC #801-38888Total AUM
$382M
Employees
10Clients
607Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1733 N OCEAN AVE
SUITE B
MEDFORD
NY 11763
United States
SUITE B
MEDFORD
NY 11763
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
631-289-4224
Other Offices
4
Financials
Total AUM
$382M
Accounts
1,610Discretionary
$340.3M
Accounts
1,214Non-Discretionary
$41.7M
Accounts
396
Clients
Individual Clients
544AUM
$269M
HNW Individual Clients
55AUM
$103.9M
Pension/Profit Sharing Plan Clients
7AUM
$8.7M
Charitable Organization Clients
1AUM
$350.3K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CACTFLGAMANCNJNYPASCTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.