Overview
Assets Under Management: $183 million
Headquarters: LEMOYNE, PA
High-Net-Worth Clients: 52
Average Client Assets: $2 million
Frequently Asked Questions
SNAVELY ASSOCIATES FINANCIAL SERVICES 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 #144405), SNAVELY ASSOCIATES FINANCIAL SERVICES is subject to fiduciary duty under federal law.
SNAVELY ASSOCIATES FINANCIAL SERVICES is headquartered in LEMOYNE, PA.
SNAVELY ASSOCIATES FINANCIAL SERVICES serves 52 high-net-worth clients according to their SEC filing dated January 20, 2026. View client details ↓
According to their SEC Form ADV, SNAVELY ASSOCIATES FINANCIAL SERVICES offers portfolio management for individuals. View all service details ↓
SNAVELY ASSOCIATES FINANCIAL SERVICES manages $183 million in client assets according to their SEC filing dated January 20, 2026.
According to their SEC Form ADV, SNAVELY ASSOCIATES FINANCIAL SERVICES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.65
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 627
Non-Discretionary Accounts: 627
Regulatory Filings
CRD Number: 144405
Filing ID: 2039223
Last Filing Date: 2026-01-20 15:01:11