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Building 2SNIDER FINANCIAL GROUP

Map pinBELLEVUE, WA
Phone425-453-7080
NotebookSEC #801-69025
Total AUM
$549.7M
Employees
15
Clients
515

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12505 BEL-RED ROAD
SUITE 200
BELLEVUE
WA 98005
United States
Operating Hours
8:00A.M. - 4:30 P.M.
Monday - Friday
Phone
425-453-7080
Other Offices
1

ReceiptFinancials

Total AUM
$549.7M
Accounts
1,543
Discretionary
$549.7M
Accounts
1,543
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
355
AUM
$126.4M
HNW Individual Clients
159
AUM
$421.4M
Pooled Vehicle Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCAFLIDMONHORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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