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
- HNWI85.49%
- Individuals13.62%
- Pension & Profit Sharing Plans0.89%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Snyder Asset Management, LLC is an independent, individually owned registered investment adviser that serves principally individual and family clients. The firm bills on a percentage-of-assets basis and provides financial planning and portfolio management services tailored to individuals and small businesses. Snyder does not identify as an active ESG investor, and its regulatory profile indicates it is not a multi-state adviser, pension consultant, or related adviser.
Assets & Accounts
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 Funds94%
- Exchange Traded Equities6%
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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