Snider Financial Group
Firm details
- Headquarters
- Bellevue, Washington
- CRD number
- 117392
- Website
- sniderfinancialgroup.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.65%
- Individuals22.99%
- Pooled Investment Vehicles0.36%
Firm profile
FINTRXOverview
Snider Financial Group is an independent advisory practice owned by an individual operator that serves both individual and family clients as well as institutional accounts. The firm combines advisory work with insurance brokerage activity, and it charges clients via asset‑based fees as well as hourly and fixed‑fee arrangements. Snider does not present itself as an active ESG investor and is not identified as a multi‑state or related adviser. It is not listed as a capital allocator or pension consultant in the available records.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$250M in ETFs
77%
$192M
14%
$57.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $53.2M | 71,089 | 21.33% |
Location
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
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