Snyder Asset Management, LLC

EST. AUM
$112,300,000

CONTACTS

CLIENT ACCOUNTS
263

Firm Details

Metro area Baltimore
CRD Number 290450
Website snyderassetmgmt.com
Client types

Overview

Snyder Asset Management, LLC is a Hunt Valley, Maryland-based fee-only registered investment adviser providing comprehensive wealth management to individuals and families, particularly retirees and pre-retirees, business owners, physicians, widows and other affluent clients. The firm combines discretionary investment management with financial planning, retirement planning, cash-flow analysis, tax-efficient strategies and ongoing portfolio monitoring. Investment portfolios are customized according to client objectives, time horizons and risk tolerance and generally use diversified mutual funds, ETFs, individual equities, bonds and selected alternative investments. Snyder emphasizes a fiduciary, goals-based approach and typically requires approximately $1 million in investable assets to establish an advisory relationship.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Snyder Asset Management, LLC

Platform Details

Investment Preferences

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Address

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