SNIDER FINANCIAL GROUP

RIASEC RegisteredEst. 2008
Total AUM
$550M
Discretionary
$550M
100% of AUM
Avg account
$356K
Accounts
1,543
Employees
15
Advisory reps
10

Firm details

Headquarters
BELLEVUE, Washington
CRD number
117392
Registered since
April 14, 2008
Custodians
LPL FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI76.65%
  • Individuals22.99%
  • Pooled Investment Vehicles0.36%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Snider Financial Group is an independent, corporation-structured registered investment adviser founded in 2008 and owned by an individual. The firm operates as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and manager selection. It also conducts insurance brokerage activity alongside its advisory work. Their fee arrangements include percentage-of-assets, hourly fees, and fixed-fee engagements. Snider Financial Group does not identify as an active ESG investor in the source data. The firm lists an industry affiliation with an accountant and positions itself to blend discretionary portfolio management with third-party manager allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Cash & Cash Equivalents 6%94%
  • Exchange Traded Equities94%
  • Cash & Cash Equivalents6%

Owners & executives

1 of 1
  • HEATHER BUSH

    COO & CCOCRD 6156015

Contacts

3 of 9
  • Kamaljit Sahota-Middleton

    Wealth AdvisorCRD 7918457

  • ROBERT KEMPER

    Certified Public AccountantCRD 4603832

  • JOEY DOMINICK

    Wealth AdvisorCRD 5283499

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 69

Active vs passive

$222M in ETFs

Passive

79%

$176M

Active

12%

$46.2M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$42.8M65,53719.28%

Location

Primary office

BELLEVUE, WA

KING

Location

BELLEVUE, WA

Headquartered in BELLEVUE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
12505 NE Bel Red Rd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth