MARK J SNYDER FINANCIAL SERVICES INC
Legal name: SNYDER WEALTH GROUP
CRD #106425 SEC #801-38888 MEDFORD, NY 631-289-4224
SEC Registered
Total AUM
$375.7M
Discretionary
$335.1M
Employees
9
Clients
25
Accounts
1,712
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $375.7M | $335.1M | $40.6M | 9 | 0 |
| Mar 2025 | $375.7M | $335.1M | $40.6M | 9 | 0 |
| Nov 2024 | $345.5M | $345.5M | $0 | 10 | 0 |
| Oct 2024 | $345.5M | $345.5M | $0 | 10 | 0 |
| Apr 2024 | $345.5M | $345.5M | $0 | 10 | 0 |
| Apr 2024 | $345.5M | $345.5M | $0 | 10 | 0 |
| Mar 2024 | $345.5M | $345.5M | $0 | 10 | 0 |
| Mar 2024 | $345.5M | $345.5M | $0 | 10 | 0 |
| Nov 2023 | $284.7M | $277.5M | $7.2M | 11 | 0 |
| May 2023 | $284.7M | $277.5M | $7.2M | 11 | 0 |
| Mar 2023 | $284.7M | $277.5M | $7.2M | 11 | 0 |
| Mar 2023 | $284.7M | $277.5M | $7.2M | 11 | 0 |
| Nov 2022 | $361.1M | $353.1M | $8M | 20 | 0 |
| Mar 2022 | $361.1M | $353.1M | $8M | 20 | 0 |
| Nov 2021 | $293.8M | $293.8M | $0 | 11 | 0 |
| Mar 2021 | $293.8M | $293.8M | $0 | 11 | 0 |
| Oct 2020 | $269.3M | $269.3M | $0 | 5 | 0 |
| Oct 2020 | $269.3M | $269.3M | $0 | 5 | 0 |
| May 2020 | $269.3M | $269.3M | $0 | 5 | 0 |
| Mar 2020 | $269.3M | $269.3M | $0 | 5 | 0 |
| Mar 2019 | $242.5M | $242.5M | $0 | 5 | 0 |
| Mar 2018 | $254.2M | $254.2M | $0 | 5 | 0 |
| Sep 2017 | $199.6M | $199.6M | $0 | 5 | 600 |
| Sep 2017 | $199.6M | $199.6M | $0 | 5 | 600 |
| Sep 2017 | $199.6M | $199.6M | $0 | 5 | 600 |
| Sep 2017 | $199.6M | $199.6M | $0 | 5 | 600 |
| Aug 2017 | $199.6M | $199.6M | $0 | 5 | 600 |
| Mar 2017 | $199.6M | $199.6M | $0 | 5 | 600 |
| Nov 2016 | $195.4M | $195.4M | $0 | 5 | 900 |
| Mar 2016 | $195.4M | $195.4M | $0 | 5 | 900 |
| Nov 2015 | $207.7M | $207.7M | $0 | 4 | 900 |
| Mar 2015 | $207.7M | $207.7M | $0 | 4 | 900 |
| Oct 2014 | $199.4M | $199.4M | $0 | 5 | 600 |
| Mar 2014 | $199.4M | $199.4M | $0 | 5 | 600 |
| Mar 2013 | $184.6M | $184.6M | $0 | 4 | 600 |
| Mar 2012 | $173M | $173M | $0 | 6 | 400 |
| Feb 2009 | $145.3M | $145.3M | $0 | 10 | -- |
| Mar 2007 | $144.7M | $144.7M | $0 | 10 | -- |
| Dec 2006 | $119.2M | $119.2M | $0 | 10 | -- |
| Feb 2006 | $119.2M | $119.2M | $0 | 10 | -- |
| Jun 2005 | $105.2M | $105.2M | $0 | 10 | -- |
| Jan 2005 | $91.4M | $91.4M | $0 | 10 | -- |
| Apr 2002 | $65M | $65M | $0 | 10 | -- |
DateMar 2025
Total AUM$375.7M
Discretionary$335.1M
Non-Disc.$40.6M
Employees9
Clients0
DateMar 2025
Total AUM$375.7M
Discretionary$335.1M
Non-Disc.$40.6M
Employees9
Clients0
DateNov 2024
Total AUM$345.5M
Discretionary$345.5M
Non-Disc.$0
Employees10
Clients0
DateOct 2024
Total AUM$345.5M
Discretionary$345.5M
Non-Disc.$0
Employees10
Clients0
DateApr 2024
Total AUM$345.5M
Discretionary$345.5M
Non-Disc.$0
Employees10
Clients0
DateApr 2024
Total AUM$345.5M
Discretionary$345.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$345.5M
Discretionary$345.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$345.5M
Discretionary$345.5M
Non-Disc.$0
Employees10
Clients0
DateNov 2023
Total AUM$284.7M
Discretionary$277.5M
Non-Disc.$7.2M
Employees11
Clients0
DateMay 2023
Total AUM$284.7M
Discretionary$277.5M
Non-Disc.$7.2M
Employees11
Clients0
DateMar 2023
Total AUM$284.7M
Discretionary$277.5M
Non-Disc.$7.2M
Employees11
Clients0
DateMar 2023
Total AUM$284.7M
Discretionary$277.5M
Non-Disc.$7.2M
Employees11
Clients0
DateNov 2022
Total AUM$361.1M
Discretionary$353.1M
Non-Disc.$8M
Employees20
Clients0
DateMar 2022
Total AUM$361.1M
Discretionary$353.1M
Non-Disc.$8M
Employees20
Clients0
DateNov 2021
Total AUM$293.8M
Discretionary$293.8M
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$293.8M
Discretionary$293.8M
Non-Disc.$0
Employees11
Clients0
DateOct 2020
Total AUM$269.3M
Discretionary$269.3M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$269.3M
Discretionary$269.3M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$269.3M
Discretionary$269.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$269.3M
Discretionary$269.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$242.5M
Discretionary$242.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$254.2M
Discretionary$254.2M
Non-Disc.$0
Employees5
Clients0
DateSep 2017
Total AUM$199.6M
Discretionary$199.6M
Non-Disc.$0
Employees5
Clients600
DateSep 2017
Total AUM$199.6M
Discretionary$199.6M
Non-Disc.$0
Employees5
Clients600
DateSep 2017
Total AUM$199.6M
Discretionary$199.6M
Non-Disc.$0
Employees5
Clients600
DateSep 2017
Total AUM$199.6M
Discretionary$199.6M
Non-Disc.$0
Employees5
Clients600
DateAug 2017
Total AUM$199.6M
Discretionary$199.6M
Non-Disc.$0
Employees5
Clients600
DateMar 2017
Total AUM$199.6M
Discretionary$199.6M
Non-Disc.$0
Employees5
Clients600
DateNov 2016
Total AUM$195.4M
Discretionary$195.4M
Non-Disc.$0
Employees5
Clients900
DateMar 2016
Total AUM$195.4M
Discretionary$195.4M
Non-Disc.$0
Employees5
Clients900
DateNov 2015
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees4
Clients900
DateMar 2015
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees4
Clients900
DateOct 2014
Total AUM$199.4M
Discretionary$199.4M
Non-Disc.$0
Employees5
Clients600
DateMar 2014
Total AUM$199.4M
Discretionary$199.4M
Non-Disc.$0
Employees5
Clients600
DateMar 2013
Total AUM$184.6M
Discretionary$184.6M
Non-Disc.$0
Employees4
Clients600
DateMar 2012
Total AUM$173M
Discretionary$173M
Non-Disc.$0
Employees6
Clients400
DateFeb 2009
Total AUM$145.3M
Discretionary$145.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees10
Clients--
DateDec 2006
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees10
Clients--
DateJun 2005
Total AUM$105.2M
Discretionary$105.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$91.4M
Discretionary$91.4M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees10
Clients--