SNIDER ADVISORS

Overview

Snider Advisors is a small, owner-operated registered investment adviser that focuses on individual and family clients. Registered with the SEC in 2017 as a corporation, the firm combines portfolio management with other client services including insurance brokerage, publication of periodicals or newsletters, security-pricing services, and educational seminars. Its stated investment preference is equity-heavy, with a clear tilt toward exchange-traded securities, while also maintaining allocations to real estate alternatives. The firm’s fee model is blended: percentage of assets under management, fixed fees, and commissionable business. That structure, together with the insurance-broker activity, suggests an advisory practice that mixes fee-based portfolio management with commissionable insurance or transaction-based products when appropriate. Snider Advisors does not identify as an active ESG investor and its advisory scope is concentrated on individuals and small businesses rather than institutional pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices