Snider Financial Group

Overview

Snider Financial Group is a privately owned advisory and insurance-brokerage firm serving individual, family and institutional clients. Its advisory compensation includes percent-of-AUM fees alongside hourly and fixed-fee arrangements. The firm reports insurance brokerage as a core business activity and lists accounting firms among its industry affiliations. It is not an active ESG investor, does not identify as a multi-state adviser, and does not function as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives