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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-14-2017
- Office Locations
- 1
Office Locations
About Snyder Asset Management, LLC
Snyder Asset Management is a fee-only RIA offering in-person and virtual wealth management from the Baltimore, MD area. The firm focuses on individuals and families near or in retirement, plus business owners, widows, and physicians, pairing comprehensive financial planning with ongoing investment management and coordination with clients’ attorneys and accountants. The team has been featured in The Wall Street Journal and Kiplinger; custody includes Charles Schwab.
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Investment Vehicles
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Owner & Executives
PHILIP BENJAMIN SNYDER
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #5098265
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,900,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $100,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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