← Directory
SNIDER FINANCIAL GROUP
Legal name: SNIDER RETIREMENT STRATEGIES, INC.
CRD 117392File 801-69025
APPROVED
Retail clients
Custody
Filing as of Sep 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$549.7M
Above cohort median (national)
Discretionary AUM
$549.7M
Clients
515
1,543 accounts
Employees
15
Above cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Apr 14, 2008
- Principal office
- 12505 BEL-RED ROAD, SUITE 200, BELLEVUE, WA, 98005
- Phone
- 425-453-7080
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $549.7M
- Discretionary AUM
- $549.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,543
- Non-discretionary accounts
- 0
- Total accounts
- 1,543
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 159 | $421.4M |
| Pooled investment vehicles | 1 | $2.0M |
| Individuals (other than high net worth individuals) | 355 | $126.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 16 | 15 | decreased by1 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 509 | 515 | increased by6 |
| Apr 1, 2026 | AUM | $500,674,906 | $549,695,384 | increased by$49,020,478 |
| Apr 1, 2026 | Accounts | 1,396 | 1,543 | increased by147 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 16 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 321 | 509 | increased by188 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $329,435,663 | $500,674,906 | increased by$171,239,243 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 870 | 1,396 | increased by526 |
| Mar 1, 2022 | Employees | 5 | 10 | increased by5 |
| Mar 1, 2022 | Clients | 726 | 321 | decreased by405 |
| Mar 1, 2022 | AUM | $235,481,805 | $329,435,663 | increased by$93,953,858 |
| Mar 1, 2022 | Accounts | 726 | 870 | increased by144 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SNIDER FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SNIDER FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.