SourcingSourcing

STOCK SNIPS, INC.

C33
CRD 322544·SEC 801-129682·PITTSBURGH, PA
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STOCK SNIPS, INC.
CRD
322544
SEC file #
801-129682
EIN
811783634
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
Other Investment Advisers4
Investment Companies1

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
PITTSBURGH PA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesOther Advisory Services
Fee basis
% of AUMSubscription fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
twitter.com/home @stocksnips(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OSAGE LABS LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
OSAGE LABS LLC
WINSHALL, WALTER, A
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:stocksnips.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002008997
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2024-01-23
Edgar Last Filing Date
2024-01-23
Edgar Form D Count
1
Edgar Form D Offerings
2024-01-232024-01-23 · 0002008997-24-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.174
Soi Zip Pct 200k Plus
0.038
Soi Zip Returns 200k Plus
500
Soi Zip Total AGI
843,840
Fdic Zip Total Deposits
34,529,472,000
Fdic Zip Branch Count
460
Fdic Zip Top Banks
First National Bank of Pennsylvania
PNC Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
800 VINIAL STREETB305PITTSBURGH, PA 15212
Business
800 VINIAL STREETB305PITTSBURGH, PA 15212
Edgar EIN
811783634
Edgar Recent Filings
D2024-01-23 · 0002008997-24-000001
Fdic Zip Branches Raw
NorthSide BankPittsburgh, PA
NorthSide BankPittsburgh, PA
Fdic Zip HHI
3900.55
Fdic Zip Top Bank Share Pct
61.76
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI46,666
Returns3,700
Stub 2
AGI130,268
Returns3,500
Stub 3
AGI140,904
Returns2,300
Soi Zip Total Business Income
23,634
Soi Zip Total Cap Gains
19,339
Soi Zip Total Dividends
18,007
Soi Zip Total Returns
13,160
Trust Company Affiliate
No

People (3)

3
WINSHALL, WALTER, A
Direct Owner · 17.5%
7658840
KOKA, RAVINDRA
IAR · Executive Officer · 2.5%
7591053
WILDE, REBECCA
IAR · Executive Officer · 2.5%
7606257