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 registered investment adviser that has been registered with the SEC since 2008. The firm operates as a corporation under individual ownership and serves both individual/family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers; the firm also acts as an insurance broker. Fee arrangements include asset-based fees, hourly charges, and fixed fees. Snider identifies as a capital allocator and does not present itself as an active ESG investor.
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 1
Heather Bush
COO & CCOCRD 6156015
Contacts
3 of 9
Joey Dominick
Wealth AdvisorCRD 5283499
Christopher Boisjolie
Trading SpecialistCRD 6951595
Craig Chucka
Investment Adviser RepresentativeCRD 7217587
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$260M in ETFs
78%
$202M
14%
$57.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $56M | 73,184 | 21.58% |
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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