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SNIDER FINANCIAL GROUP

BELLEVUE, WA · CRD 117392 · IAPD ↗ · 425-453-7080

$549.7MRegulatory AUM
8Advisory reps
15Employees
0Clients
101-250Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — SNIDER FINANCIAL GROUP notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2026 — SNIDER FINANCIAL GROUP now reports custody of client assets ($2.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
47
December 2025 — SNIDER FINANCIAL GROUP notice-filed in AK, FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
December 2025 — SNIDER FINANCIAL GROUP now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
70
April 2025 — SNIDER FINANCIAL GROUP crossed $500M in regulatory AUM ($315.8M -> $500.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
72
April 2025 — SNIDER FINANCIAL GROUP grew from 5 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
February 2025 — SNIDER FINANCIAL GROUP notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2025 — SNIDER FINANCIAL GROUP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
March 2024 — SNIDER FINANCIAL GROUP began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
73
March 2024 — SNIDER FINANCIAL GROUP reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.