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Eric Adams Snyder

WHITE OAK GLOBAL ADVISORS, LLC·SAN FRANCISCO, California
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3 EMBARCADERO CENTER, SAN FRANCISCO, CA 94111-4048CRD# 4355423Firm CRD# 149659
01

About

Eric Adams Snyder is a registered financial advisor based in SAN FRANCISCO, California, affiliated with WHITE OAK GLOBAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
WHITE OAK GLOBAL ADVISORS, LLC
WHITE OAK GLOBAL ADVISORS, LLC
AUM
$6.2B
Regulatory assets under management
Employees
77
Total firm employees
View all advisors at WHITE OAK GLOBAL ADVISORS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4355423
Firm CRD# 149659
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eric Adams Snyder offer?
Eric Adams Snyder specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Eric Adams Snyder's credentials?
Eric Adams Snyder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Adams Snyder located?
Eric Adams Snyder is based in SAN FRANCISCO, California, working with WHITE OAK GLOBAL ADVISORS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Eric Adams Snyder charge for services?
Eric Adams Snyder's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITE OAK GLOBAL ADVISORS, LLC?
WHITE OAK GLOBAL ADVISORS, LLC has approximately 77 employees and manages $6.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WHITE OAK GLOBAL ADVISORS, LLC

Matthew David Caudill
SAN FRANCISCO, CA
Andre Amin Hakkak
SAN FRANCISCO, CA
Barbara Jean Schassar Mckee
SAN FRANCISCO, CA
Celine Maria Hannett
SAN FRANCISCO, CA
Darius Joseph Mozaffarian
SAN FRANCISCO, CA
David Bruce Hackett
SAN FRANCISCO, CA

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Research
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