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| Keyboard |
| Mark J Snyder Financial Services Inc
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|---|---|
| CRD # | 106425 |
| SEC # | 801-38888 |
| CIK # | 0000106425 |
| AUM | 382.0 M (2026-04-03) |
| Employees | 10 (50% Investors, 20% Brokers) |
| Fees | |
| Minimum | |
| Phone | 631-289-4224 |
| Address | 1733 N Ocean Ave Medford, NY 11763 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 544 | 269.0 |
| (b) Individuals (high net worth individuals) | 55 | 103.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 8.7 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,610 | 382.0 |
| By Discretionary | ||
| Discretionary | 1,214 | 340.3 |
| Non-Discretionary | 396 | 41.7 |
| Total | 1,610 | 382.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 382.0 | |
| Total | 1,610 | 382.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Mark J Snyder Financial Services Inc
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|
NY | 382.0 M |
|
Long Island Financial Advisors Inc
✚
|
NY |
| Comparable Firms | State | AUM |
|---|---|---|
|
Proctor Financial Inc
✚
|
MA | 382.3 M |
|
Red Tortoise LLC
✚
|
GA | 382.3 M |
|
Carter Financial Group Inc
✚
|
IL | 382.2 M |
|
Destiny Capital Corporation
✚
|
CO | 382.2 M |
|
Eaton Financial Holdings Company LLC
✚
|
FL | 382.2 M |
|
Dean Financial Services LLC
✚
|
OH | 382.0 M |
|
Kirtland Hills Capital Management LLC
✚
|
OH | 382.0 M |
|
Dravo Bay LLC
✚
|
DE | 381.8 M |
|
Harbour Investment Management LLC
✚
|
WA | 381.6 M |
|
Unique Wealth Strategies
✚
|
IL | 381.5 M |