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SNIDER FINANCIAL GROUP
SNIDER RETIREMENT STRATEGIES, INC.
CRD 117392 · SEC 801-69025
12505 BEL-RED ROAD, SUITE 200, BELLEVUE, WA, 98005, United States
Phone
425-453-7080
Fax
425-453-5498
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$549.7M
Discretionary AUM
$549.7M
Team
15 total employees; 8 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 355 | $126.4M |
| High net worth individuals | 159 | $421.4M |
| Pooled investment vehicles | 1 | $2.0M |
States served
AK, AZ, CA, ID, OR, MO, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD