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SNAVELY ASSOCIATES FINANCIAL SERVICES
SAFS, LLC
CRD 144405 · SEC 801-124937
1035 MUMMA ROAD, SUITE 101, LEMOYNE, PA, 17043, United States
Phone
717-737-3488
Fax
717-763-8890
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$182.6M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps; 29 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 227 | $71.8M |
| High net worth individuals | 52 | $110.7M |
States served
PA, NH
All web addresses on file
Official SEC filing: View on IAPD