DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 152069
NEWTOWN, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CURTIS WAYNE SNYDER | Chartered Financial Analyst | NEWTOWN, PA | 16 | 17 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| SNYDER, CURTIS, WAYNE | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | E | yes | 09/2009 | Jan 7, 2015 | Oct 22, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 6, 2026 | $718M | $718M | 1 | 1 | 0 | n/a | n/a |
| 2024 | Mar 19, 2025 | $710M | $710M | 1 | 1 | 0 | n/a | n/a |
| 2023 | Mar 21, 2024 | $633M | $633M | 1 | 1 | 0 | n/a | n/a |
| 2022 | Mar 27, 2023 | $510M | $510M | 1 | 1 | 0 | n/a | n/a |
| 2021 | Mar 11, 2022 | $607M | $607M | 1 | 1 | 0 | n/a | n/a |
| 2020 | Mar 29, 2021 | $497M | $497M | 1 | 1 | 0 | n/a | n/a |
| 2019 | Mar 27, 2020 | $461M | $450M | 2 | 2 | 0 | 1 | $2.1M |
| 2018 | Mar 28, 2019 | $403M | $392M | 2 | 2 | 0 | 1 | $0 |
| 2017 | Mar 20, 2018 | $170M | $159M | 2 | 2 | 0 | n/a | n/a |
| 2016 | Mar 28, 2017 | $143M | $133M | 2 | 2 | n/a | n/a | n/a |
| 2015 | Mar 29, 2016 | $115M | $103M | 2 | 2 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $718M | $710M | 1.1% | $510M | 12.0% | 1 | 1 | 0 | 0 |