Snider Financial Group

Snider Financial Group (CRD# 117392) is a financial advisory firm headquartered in Bellevue, WA. They manage $102,290,000 in 773 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    102
    MILLION
  • Total Number of Accounts
    773
    ACCOUNTS
  • Average Account Value
    $132,329
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Snider Financial Group
Showing 1 - 5 of 5 top financial advisors.
1
David G. Geddes
CRD#: 4554566
12505 Bel-red Road, Suite 200, Bellevue, WA 98005
93
Wealthminder
score

David Geddes (CRD# 4554566) is an Investment Advisor Representative working at Snider Financial Group in Bellevue, WA and has over 9 years of experience in the finance industry.

2
Robert B. Kemper
CRD#: 4603832
330 112th Ave Ne Suite 101, Bellevue, WA 98004
93
Wealthminder
score

Robert Kemper (CRD# 4603832) is an Investment Advisor Representative working at Snider Financial Group in Bellevue, WA and has over 13 years of experience in the finance industry.

3
Gail Taback
CRD#: 2299562
12505 Bel-red Road, Suite 200, Bellevue, WA 98005
93
Wealthminder
score

Gail Taback (CRD# 2299562) is an Investment Advisor Representative working at Snider Financial Group in Bellevue, WA and has over 21 years of experience in the finance industry.

4
Timothy J. Simunds
CRD#: 6150459
12505 Bel-red Road, Suite 200, Bellevue, WA 98005
90
Wealthminder
score

Timothy Simunds (CRD# 6150459) is an Investment Advisor Representative working at Snider Financial Group in Bellevue, WA and has over 4 years of experience in the finance industry.

5
Monte L. Snider
CRD#: 2244934
330 112th Ave Ne Suite 101, Bellevue, WA 98004
83
Wealthminder
score

Monte Snider (CRD# 2244934) is an Investment Advisor Representative working at Snider Financial Group in Bellevue, WA and has over 25 years of experience in the finance industry.

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