SNIDER RETIREMENT STRATEGIES, INC.
Legal name: SNIDER FINANCIAL GROUP
CRD #117392 SEC #801-69025 BELLEVUE, WA 425-453-7080
SEC Registered Private Funds
Total AUM
$500.7M
Discretionary
$500.7M
Employees
16
Clients
101
Accounts
1,396
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $500.7M | $500.7M | $0 | 16 | 0 |
| Oct 2025 | $500.7M | $500.7M | $0 | 16 | 0 |
| Sep 2025 | $500.7M | $500.7M | $0 | 16 | 0 |
| Aug 2025 | $500.7M | $500.7M | $0 | 16 | 0 |
| Mar 2025 | $500.7M | $500.7M | $0 | 16 | 0 |
| Jan 2025 | $315.8M | $315.8M | $0 | 10 | 0 |
| Dec 2024 | $315.8M | $315.8M | $0 | 10 | 0 |
| Sep 2024 | $315.8M | $315.8M | $0 | 10 | 0 |
| Feb 2024 | $315.8M | $315.8M | $0 | 10 | 0 |
| Mar 2023 | $268.6M | $268.6M | $0 | 11 | 0 |
| Jan 2023 | $329.4M | $329.4M | $0 | 10 | 0 |
| Aug 2022 | $329.4M | $329.4M | $0 | 10 | 0 |
| Feb 2022 | $329.4M | $329.4M | $0 | 10 | 0 |
| Jul 2021 | $235.5M | $235.5M | $0 | 5 | 0 |
| Mar 2021 | $235.5M | $235.5M | $0 | 5 | 0 |
| Jun 2020 | $192.3M | $192.3M | $0 | 6 | 0 |
| Mar 2020 | $192.3M | $192.3M | $0 | 6 | 0 |
| Sep 2019 | $103.9M | $103.9M | $0 | 6 | 0 |
| Mar 2019 | $103.9M | $103.9M | $0 | 6 | 0 |
| Mar 2019 | $103.9M | $103.9M | $0 | 6 | 0 |
| Mar 2018 | $140M | $102.3M | $37.8M | 6 | 0 |
| Dec 2017 | $70.2M | $70.2M | $0 | 6 | 0 |
| Aug 2017 | $70.2M | $70.2M | $0 | 5 | 264 |
| May 2017 | $70.2M | $70.2M | $0 | 5 | 264 |
| Apr 2017 | $60M | $60M | $0 | 5 | 264 |
| Mar 2016 | $102.3M | $61.5M | $40.8M | 5 | 264 |
| Feb 2015 | $107M | $60M | $47M | 6 | 200 |
| Mar 2014 | $105M | $60M | $45M | 6 | 200 |
| Mar 2013 | $91.6M | $56.4M | $35.2M | 6 | 200 |
| Dec 2012 | $91.8M | $57.7M | $34.1M | 3 | 104 |
| Apr 2012 | $91.8M | $57.7M | $34.1M | 1 | 104 |
| Apr 2011 | $83M | $50M | $33M | 5 | -- |
| Mar 2011 | $83M | $50M | $33M | 5 | -- |
| Mar 2011 | $83M | $50M | $33M | 5 | -- |
| Mar 2010 | $52M | $52M | $0 | 5 | -- |
| Mar 2008 | $102M | $6.2M | $95.8M | 10 | -- |
DateNov 2025
Total AUM$500.7M
Discretionary$500.7M
Non-Disc.$0
Employees16
Clients0
DateOct 2025
Total AUM$500.7M
Discretionary$500.7M
Non-Disc.$0
Employees16
Clients0
DateSep 2025
Total AUM$500.7M
Discretionary$500.7M
Non-Disc.$0
Employees16
Clients0
DateAug 2025
Total AUM$500.7M
Discretionary$500.7M
Non-Disc.$0
Employees16
Clients0
DateMar 2025
Total AUM$500.7M
Discretionary$500.7M
Non-Disc.$0
Employees16
Clients0
DateJan 2025
Total AUM$315.8M
Discretionary$315.8M
Non-Disc.$0
Employees10
Clients0
DateDec 2024
Total AUM$315.8M
Discretionary$315.8M
Non-Disc.$0
Employees10
Clients0
DateSep 2024
Total AUM$315.8M
Discretionary$315.8M
Non-Disc.$0
Employees10
Clients0
DateFeb 2024
Total AUM$315.8M
Discretionary$315.8M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$268.6M
Discretionary$268.6M
Non-Disc.$0
Employees11
Clients0
DateJan 2023
Total AUM$329.4M
Discretionary$329.4M
Non-Disc.$0
Employees10
Clients0
DateAug 2022
Total AUM$329.4M
Discretionary$329.4M
Non-Disc.$0
Employees10
Clients0
DateFeb 2022
Total AUM$329.4M
Discretionary$329.4M
Non-Disc.$0
Employees10
Clients0
DateJul 2021
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$192.3M
Discretionary$192.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$192.3M
Discretionary$192.3M
Non-Disc.$0
Employees6
Clients0
DateSep 2019
Total AUM$103.9M
Discretionary$103.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$103.9M
Discretionary$103.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$103.9M
Discretionary$103.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$140M
Discretionary$102.3M
Non-Disc.$37.8M
Employees6
Clients0
DateDec 2017
Total AUM$70.2M
Discretionary$70.2M
Non-Disc.$0
Employees6
Clients0
DateAug 2017
Total AUM$70.2M
Discretionary$70.2M
Non-Disc.$0
Employees5
Clients264
DateMay 2017
Total AUM$70.2M
Discretionary$70.2M
Non-Disc.$0
Employees5
Clients264
DateApr 2017
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients264
DateMar 2016
Total AUM$102.3M
Discretionary$61.5M
Non-Disc.$40.8M
Employees5
Clients264
DateFeb 2015
Total AUM$107M
Discretionary$60M
Non-Disc.$47M
Employees6
Clients200
DateMar 2014
Total AUM$105M
Discretionary$60M
Non-Disc.$45M
Employees6
Clients200
DateMar 2013
Total AUM$91.6M
Discretionary$56.4M
Non-Disc.$35.2M
Employees6
Clients200
DateDec 2012
Total AUM$91.8M
Discretionary$57.7M
Non-Disc.$34.1M
Employees3
Clients104
DateApr 2012
Total AUM$91.8M
Discretionary$57.7M
Non-Disc.$34.1M
Employees1
Clients104
DateApr 2011
Total AUM$83M
Discretionary$50M
Non-Disc.$33M
Employees5
Clients--
DateMar 2011
Total AUM$83M
Discretionary$50M
Non-Disc.$33M
Employees5
Clients--
DateMar 2011
Total AUM$83M
Discretionary$50M
Non-Disc.$33M
Employees5
Clients--
DateMar 2010
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$102M
Discretionary$6.2M
Non-Disc.$95.8M
Employees10
Clients--