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Snyder Mark J Financial Services Inc (Medford)


Snyder Mark J Financial Services Inc is a large advisory firm based in Medford. It manages $144.69 million of regulatory assets for 847 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, New York, and Vermont.

Snyder Mark J Financial Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Snyder Mark J Financial Services: assets under management

The assets under management (AUM) of Snyder Mark J Financial Services Inc is $144.69 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 180% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $144.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $170.83 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Snyder Mark J Financial Services Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Medford

The principal office where Snyder Mark J Financial Services Inc performs its advisory services is located at 1731 N Ocean Ave, Medford, NY 11763, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 631-289-4224 or by fax 631-289-8130. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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