SNIDER FINANCIAL GROUP
Firm details
- Headquarters
- BELLEVUE, Washington
- CRD number
- 117392
- Registered since
- April 14, 2008
- Website
- sniderfinancialgroup.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.65%
- Individuals22.99%
- Pooled Investment Vehicles0.36%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Snider Financial Group is an independent, corporation-structured registered investment adviser founded in 2008 and owned by an individual. The firm operates as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, and manager selection. It also conducts insurance brokerage activity alongside its advisory work. Their fee arrangements include percentage-of-assets, hourly fees, and fixed-fee engagements. Snider Financial Group does not identify as an active ESG investor in the source data. The firm lists an industry affiliation with an accountant and positions itself to blend discretionary portfolio management with third-party manager allocations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1HEATHER BUSH
COO & CCOCRD 6156015
Contacts
3 of 9Kamaljit Sahota-Middleton
Wealth AdvisorCRD 7918457
ROBERT KEMPER
Certified Public AccountantCRD 4603832
JOEY DOMINICK
Wealth AdvisorCRD 5283499
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$222M in ETFs
79%
$176M
12%
$46.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $42.8M | 65,537 | 19.28% |
Location
BELLEVUE, WA
KING
Location
BELLEVUE, WA
Headquartered in BELLEVUE, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 12505 NE Bel Red Rd
- Time zone
- PT (UTC-8)
- Office locations
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