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| Mark J Snyder Financial Services Inc
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|---|---|
| CRD # | 106425 |
| SEC # | 801-38888 |
| CIK # | 0000106425 |
| AUM | $375.7 M (2025-03-27) |
| Employees | 9 (44% Investors, 44% Brokers) |
| Phone | 631-289-4224 |
| Address | 1733 N Ocean Ave Medford, NY 11763 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,649 | 269.4 |
| (b) Individuals (high net worth individuals) | 54 | 98.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.0 |
| (h) Charitable organizations | 6 | 2.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,712 | 375.7 |
| By Discretionary | ||
| Discretionary | 1,288 | 335.1 |
| Non-Discretionary | 424 | 40.6 |
| Total | 1,712 | 375.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 375.7 | |
| Total | 1,712 | 375.7 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Mark J Snyder Financial Services Inc
✚
|
NY | 0.4 |
|
Long Island Financial Advisors Inc
✚
|
NY | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rhodes Investment Advisors Inc
✚
|
TX | 0.4 |
|
J Stern & Co LLC
✚
|
NY | 0.4 |
|
Alpha Financial Partners LLC
✚
|
KY | 0.4 |
|
Symphony Financial Services Inc
✚
|
OH | 0.4 |
|
Serenity Investment Advisors LLC
✚
|
IL | 0.4 |
|
Quad-Cities Investment Group LLC
✚
|
IA | 0.4 |
|
Quantum Private Wealth LLC
✚
|
FL | 0.4 |
|
Genesee Capital Advisors LLC
✚
|
NY | 0.4 |
|
Flagstone Financial Management LLC
✚
|
NE | 0.4 |
|
Graham Bordelon Golson & Gilbert Inc
✚
|
LA | 0.4 |