Snyder Asset Management, LLC
Firm details
- Headquarters
- Hunt Valley, Maryland
- CRD number
- 290450
- Website
- snyderassetmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.61%
- Individuals11.5%
- Pension & Profit Sharing Plans0.89%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Snyder Asset Management, LLC is an independent, individual-owned registered investment adviser organized as an LLC that focuses on fee-based portfolio management and financial planning for individuals and small businesses. The firm charges clients on a percentage-of-assets-under-management basis and does not describe itself as a capital allocator; instead it uses third-party managers for alternative exposures. Snyder reports it is not an active ESG investor and is not positioned as a multi-state or pension consultant adviser. The firm's advisory activity centers on traditional wealth management services: financial planning and portfolio management for individual and family clients. Its client base is concentrated in individual and family relationships rather than institutional mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds86%
- Other10%
- Exchange Traded Equities3%
Contacts
1 of 1
Philip Snyder
FounderCRD 5098265
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hunt Valley, MD
Baltimore
Location
Hunt Valley, MD
Headquartered in Hunt Valley, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Baltimore
- Address
- 11019 Mc Cormick Rd
- Time zone
- ET (UTC-5)
- Office locations
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