Colette
Snyder

Royal Fund Management, LLC

CRD#6399319
Investment Advisor
in Denver, CO

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About this Advisor

Colette Snyder is a financial advisor based in Denver, Colorado, working with Royal Fund Management, LLC. Colette has previously held positions at Fuel Financial Inc and Royal Fund Management, LLC Dba Jo-Ann Holst Advis. Dba Jh Advis. Colette has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Colette is part of Royal Fund Management, LLC, which operates out of Denver, Colorado. The firm has 83 offices and 93 employees. The firm manages assets totaling $1.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Royal Fund Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

550 S Wadsworth Blvd Unit 401
Denver, CO 80226

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Royal Fund Management, LLC Brokerage Details

Total Assets Under Management

$1,361,849,417

CO Average: $1,855,561,029
Total Number of Employees

93

CO Average: 62
Total Number of Accounts

11,583

CO Average: 2,474
Average Account Size

$117,573

CO Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Colette Snyder Work History

2014 - Present (10 years)

Royal Fund Management, LLC Dba Jo-Ann Holst Advis. Dba Jh Advis

2010 - Present (14 years)

Fuel Financial Inc

Disclosures

Please visit the SEC profile of Colette Snyder 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 Royal Fund Management, LLC

Andres Rodriguez
Pasadena, TX
Gabriel Fransen
Elk River, MN
Frederick Wright
Orlando, FL
Barth Frankenberry
Lady Lake, FL
Scott Svoboda
Hoffman Estates, IL
Michael Budnick
Burbank, CA
Judith Carlson
Lone Tree, CO
Kevin Wingert
Lady Lake, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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