Investment adviser · CRD 117392

SNIDER FINANCIAL GROUP

Investment adviser filing (IA)

SNIDER RETIREMENT STRATEGIES, INC.

BELLEVUE, WA, United States · Form ADV filed Sep 21, 2026

Regulatory AUM
$550M
Form ADV · Item 5.F
Client accounts
1,543
Accounts, not individual clients
Employees
15
Reported in this filing
Advisory professionals
8
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals159$421,366,19676.7%
Individuals355$126,371,02023.0%
Pooled investment vehicles1$1,958,1680.4%
Filing source

Form ADV 2123601 · Sep 21, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

RAZOR FUND, LPHedge Fund · Last reported Apr 24, 2026$1.96MGross asset value

Form D fundraising filings

Razor Fund, LP

Fund administrator OPUS FUND SERVICES (BERMUDA), LTD. HAMILTON, Bermuda Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor SPICER JEFFRIES LLP DENVER, Colorado, United States
Custodian INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States Related to adviser: No
Prime broker INTERACTIVE BROKERS LLC GREENWICH, Connecticut, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

SPICER JEFFRIES LLP
PCAOB 349

INTERACTIVE BROKERS LLC
SEC 8-47257

INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257

Fund details & source
Fund ID
805-1728234747
Reported beneficial owners
4
Minimum commitment
$250K
Form D file number
021-556251

Form ADV 2096091 · Apr 24, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 21, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

12505 BEL-RED ROAD, SUITE 200
BELLEVUE, WA, 98005, United States

CRD 117392

Filing source

Form ADV 2123601 · Sep 21, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.