Snc Wealth Management LLC
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Overview
Snc Wealth Management LLC operates as a financial advisor company headquartered in Wantagh, New York. Snc Wealth Management LLC controls $20.1 million in total assets throughout 100 customer accounts. The firm has a small group, including 1 financial advisor. Snc Wealth Management LLC does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are exchangable financial assets like options, bonds and equities.
Snc Wealth Management LLC administers zero of the company's client assets on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make transaction judgments for the client's account without needing to seek client approval. It also has 100 non-discretionary accounts totaling $20.1 million in assets under management. Snc Wealth Management LLC administers about $201,344 for each client account. An average financial advisor at Snc Wealth Management LLC manages about 100 client accounts.
Snc Wealth Management LLC's main office is at 3424 Silverton Avenue, Wantagh, New York 11793. The firm is allowed to serve clients in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Snc Wealth Management LLC by the Numbers
$20.1 million
2
100
$201.3 thousand
Fee Structure
Fees charged by financial advisors typically are based on the type of financial services offered. Fees charged by the company typically consist of the following fee structure: asset-based. The firm does not provide a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to retail investors. Out of its 100 customers, Snc Wealth Management LLC's biggest client type is retail investors. None of the firm's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 100%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Snc Wealth Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Snc Wealth Management LLC
Plainsboro, NJ
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