Snider Advisors

RIASEC RegisteredEst. 2017

Total AUM

$228M

Discretionary

$92.3M

40% of AUM

Avg account

$445K

Accounts

513

Employees

Advisory reps

Firm details

Headquarters: Irving, Texas
CRD number: 120943
Registered since: February 27, 2017
Website: chronim.com
Custodians: TRADESTATION SECURITIES, INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees, Commissions
Client types: HNWI53.68%
Individuals43.92%
Corporations / Businesses2.4%
Services: Portfolio Management for IndividualsPublication of PeriodicalsSecurity Ratings / Pricing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Snider Advisors is an independent, privately owned registered investment adviser that has operated since 2017. The firm serves individual and family clients and combines portfolio management with ancillary services including insurance brokerage, publication of periodicals/newsletters, security pricing or ratings, and educational seminars. Its revenue and client charging mix includes percentage-of-AUM fees, fixed fees and commission-based arrangements. Snider Advisors does not present itself as an active ESG investor, is not a multi-state adviser per its disclosure, and is not structured as a capital allocator.