CRD: 144405
Snavely Associates Financial Services
$182.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
308 ADV. Clients
19 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-12-2007
- Office Locations
- 1
Office Locations
1035 Mumma Road Suite 101 Lemoyne PA
About Snavely Associates Financial Services
Snavely Associates Financial Services is a Lemoyne-based RIA. The firm has been operating for 19 years. Managing $182.6M in total assets under management, with 2 advisory representatives. They custody assets with Pershing.
Team overview
56 AVG AGE
$91.3M AVG AUM / ADVISOR
$592.8K AVG AUM / CLIENT
12.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JACK EMERSON SNAVELY II
Chief Compliance Officer, Owner, PARTNER
- CRD
- #2061649
- Ownership
- 50% but less than 75%
Available
Available
Available
SHAWNA LEIGH NALE
Financial Advisor, General Partner, PARTNER
- CRD
- #6593131
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $182,570,000 | $291,180 |
| Total | $182,570,000 | $291,180 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing