Snyder Asset Management, LLC

RIASEC Registered
Total AUM
$101M
Discretionary
$101M
100% of AUM
Avg account
$1.3M
Accounts
77
Employees
1
Advisory reps
1

Firm details

Headquarters
Hunt Valley, Maryland
CRD number
290450
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI87.61%
  • Individuals11.5%
  • Pension & Profit Sharing Plans0.89%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Snyder Asset Management, LLC is an independent, individual-owned registered investment adviser organized as an LLC that focuses on fee-based portfolio management and financial planning for individuals and small businesses. The firm charges clients on a percentage-of-assets-under-management basis and does not describe itself as a capital allocator; instead it uses third-party managers for alternative exposures. Snyder reports it is not an active ESG investor and is not positioned as a multi-state or pension consultant adviser. The firm's advisory activity centers on traditional wealth management services: financial planning and portfolio management for individual and family clients. Its client base is concentrated in individual and family relationships rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Public Funds/Mutual Funds 86%, Other 10%, Exchange Traded Equities 3%86%
  • Public Funds/Mutual Funds86%
  • Other10%
  • Exchange Traded Equities3%

Contacts

1 of 1
  • Philip Snyder

    Philip Snyder

    FounderCRD 5098265

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Hunt Valley, MD

Baltimore

Location

Hunt Valley, MD

Headquartered in Hunt Valley, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Baltimore
Address
11019 Mc Cormick Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth