Snider Retirement Strategies, Inc.
● SEC registered since 2008CRD 117392SEC# 801-69025Bellevue, WA
Reg. AUM
$549.7M
Employees
15
Accounts
1,543
Location
Bellevue, WA
Snider Retirement Strategies, Inc. assets under management
Snider Retirement Strategies, Inc. is an SEC-registered investment adviser based in Bellevue, WA. The firm has been registered since 2008. It reports $549.7 million in regulatory assets under management and employs 15 people.
Snider Retirement Strategies, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Heather Lynn Bush | Chief Compliance Officer | Under 5% | 2022 |
| Monte Lee Snider Control | President | Over 75% | 2001 |
Frequently asked questions
How much does Snider Retirement Strategies, Inc. manage?
Snider Retirement Strategies, Inc. reports $549.7 million in regulatory assets under management on its Form ADV.
How many employees does Snider Retirement Strategies, Inc. have?
Snider Retirement Strategies, Inc. reports 15 employees.
Where is Snider Retirement Strategies, Inc. located?
Snider Retirement Strategies, Inc. is based in Bellevue, WA and has been SEC-registered since 2008.
Does Snider Retirement Strategies, Inc. disclose fund performance?
Snider Retirement Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12505 Bel-Red Road, Suite 200, Bellevue, WA 98005 |
| Phone | 425-453-7080 |
| Fax | 425-453-5498 |
| Office hours | 8:00a.m. - 4:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$549.7M▲ 74%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,306 advisers
EmployeesTop 30%
More than 70% of 16,824 advisers
Assets under management
$549.7Mregulatory AUM
Discretionary $549.7M