Snider Financial Group

Overview

Snider Financial Group is an independent registered investment adviser organized as a corporation and SEC-registered since 2008. The firm is individually owned and positions itself as a capital allocator for both high-net-worth individuals/families and institutional clients. Its business mix includes advisory services (financial planning, portfolio management for individuals and small businesses, and selection of other advisers) alongside insurance brokerage. Snider uses a mix of fee arrangements—percentage of assets under management, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. An accounting affiliation is noted, which may support the tax and reporting needs of client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives