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William Travis Snider

PORTSIDE WEALTH GROUP, LLC·PROVO, Utah
Unclaimed Profile
3507 N UNIVERSITY AVE, PROVO, UT 84604CRD# 6343464Firm CRD# 325175
01

About

William Travis Snider is a registered financial advisor based in PROVO, Utah, affiliated with PORTSIDE WEALTH GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PORTSIDE WEALTH GROUP, LLC
PORTSIDE WEALTH GROUP, LLC
AUM
$885M
Regulatory assets under management
Employees
40
Total firm employees
View all advisors at PORTSIDE WEALTH GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6343464
Firm CRD# 325175
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Travis Snider offer?
William Travis Snider specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PROVO, Utah for a consultation.
What are William Travis Snider's credentials?
William Travis Snider is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Travis Snider located?
William Travis Snider is based in PROVO, Utah, working with PORTSIDE WEALTH GROUP, LLC. Their office serves clients in the PROVO metropolitan area and surrounding communities.
How does William Travis Snider charge for services?
William Travis Snider's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PORTSIDE WEALTH GROUP, LLC?
PORTSIDE WEALTH GROUP, LLC has approximately 40 employees and manages $885M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)SANDY (44)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
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