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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 4, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BUSH, HEATHER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, HEATHER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, HEATHER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, HEATHER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, HEATHER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, HEATHER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, HEATHER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, HEATHER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, HEATHER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, HEATHER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, HEATHER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, HEATHER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNIDER, MONTE, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT | E | Control |
| SNIDER, MONTE, LEE | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Nov 4, 2025 REGISTERED
Notice Filings (10)
AK AZ CA FL ID MO NH OR TX WA
Address
12505 BEL-RED ROADSUITE 200
BELLEVUE, WA 98005
United States
Phone: 425-453-7080