← Back to searchVisit website
SNYDER WEALTH GROUP
MARK J SNYDER FINANCIAL SERVICES INC
CRD 106425 · SEC 801-38888
1733 N OCEAN AVE, SUITE B, MEDFORD, NY, 11763, United States
Phone
631-289-4224
Fax
631-289-8130
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$382.0M
Discretionary AUM
$340.3M
Team
10 total employees; 5 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 544 | $269.0M |
| High net worth individuals | 55 | $103.9M |
| Pension/profit sharing plans | 7 | $8.7M |
States served
CA, GA, MA, NJ, NY, NC, PA, SC, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD