Snider Financial Group

Overview

Snider Financial Group is an independent registered investment adviser organized as a corporation and registered with the SEC since 2008. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that selects third‑party managers when appropriate. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and manager selection. Snider Financial Group also operates as an insurance broker and lists accounting among its industry affiliations. The firm charges clients based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. Snider Financial Group does not identify as an active ESG investor and is not registered as a multi‑state adviser. The firm emphasizes equities in its stated preferences and acts as a conduit to external alternatives through allocations to outside fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices