Snider Financial Group

Overview

Snider Financial Group is an independently owned registered investment adviser organized as a corporation and SEC-registered since 2008. The firm functions as a discretionary asset manager and capital allocator for individuals, families and some institutional clients, and also provides financial planning and portfolio management for individuals and small businesses. Its advisory practice includes selecting and overseeing third‑party managers. Snider combines advisory services with insurance brokerage activity and charges clients via a mix of AUM fees, hourly billing and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not classified as a pension consultant or related adviser.

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Public Holdings

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Location & Offices