Overview
Assets Under Management: $376 million
Headquarters: MEDFORD, NY
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Frequently Asked Questions
MARK J SNYDER FINANCIAL SERVICES INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106425), MARK J SNYDER FINANCIAL SERVICES INC is subject to fiduciary duty under federal law.
MARK J SNYDER FINANCIAL SERVICES INC is headquartered in MEDFORD, NY.
MARK J SNYDER FINANCIAL SERVICES INC serves 54 high-net-worth clients according to their SEC filing dated March 27, 2025. View client details ↓
According to their SEC Form ADV, MARK J SNYDER FINANCIAL SERVICES INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
MARK J SNYDER FINANCIAL SERVICES INC manages $376 million in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, MARK J SNYDER FINANCIAL SERVICES INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.12
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,712
Discretionary Accounts: 1,288
Non-Discretionary Accounts: 424
Regulatory Filings
CRD Number: 106425
Filing ID: 1970351
Last Filing Date: 2025-03-27 14:28:00
Website: https://snyderwealthgroup.com