Overview
Assets Under Management: $376 million
Headquarters: MEDFORD, NY
High-Net-Worth Clients: 4
Average Client Assets: $67 million
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: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.72
Average High-Net-Worth Client Assets: $67 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