Overview
Assets Under Management: $215 million
Headquarters: IRVING, TX
High-Net-Worth Clients: 172
Average Client Assets: $672,771
Services Offered
Services: Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 172
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.54
Average High-Net-Worth Client Assets: $672,771
Total Client Accounts: 514
Discretionary Accounts: 185
Non-Discretionary Accounts: 329
Regulatory Filings
CRD Number: 120943
Last Filing Date: 2024-02-16 00:00:00
Website: https://snideradvisors.com