3 D Advisor Group, Inc.
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 342109
· SEC file 801-136280
·
· www.3dadvisorgroup.com
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ADV data as of Sep 10, 2026
- Regulatory AUM
- $194M
- Discretionary
- $194M
- Clients
- 102
- Avg AUM / client
- $1.9M
- Accounts
- 284
- Employees
- 2
AUM over time
$0
$194M
Apr 15, 2026
Sep 10, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 61 | $155M | 79.8% |
| High net worth individuals | 41 | $36.7M | 18.9% |
| Charitable organizations | Fewer than 5 clients | $430K | 0.22% |
| Corporations and other businesses | Fewer than 5 clients | $2.1M | 1.07% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel William Snyder | Registered representative | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/17/2026 | 882 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 10, 2026.
View current Form ADV (SEC/IAPD) ↗