Jeffrey
Snider
Atlas Financial Advisors, Inc
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About this Advisor
Jeffrey Snider is a financial advisor who works out of Oroville, California with a total of 1 year of relevant experience. Snider is currently employed by Atlas Financial Advisors, Inc. Over the course of their career, Snider has held roles at Alhambra Investment Mgmt and Atlas Financial Advisors, Inc. Snider has a Series 65 license, designating them as an investment advisor representative, and is approved to work in Florida. Atlas Financial Advisors, Inc is a financial advisory company headquartered in Oroville, CA. It has offices in four locations and a total of six advisors. It handles $113 million in total assets between its 936 accounts, placing it among the mid-sized firms in the country by assets under management. The firm advises two charitable organizations. Of its 936 customer accounts, just 6% belong to high-net-worth individuals who have more than $1 million in investable assets. Atlas Financial Advisors, Inc performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters, market timing services and educational seminars. A financial advisor's fees largely vary depending on the services. However, fees billed by Atlas Financial Advisors, Inc likely consist of any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Atlas Financial Advisors, Inc Brokerage Details
$112,895,675
6
936
$120,615
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
Jeffrey Snider Work History
Jeffrey has been registered as a financial advisor for 1 years.*
Atlas Financial Advisors, Inc
Alhambra Investment Mgmt
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Snider to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Atlas Financial Advisors, Inc
Rocklin, CA
Oroville, CA
Oroville, CA
Oroville, CA
Bakersfield, CA
Oroville, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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