SCHAEFER FINANCIAL MANAGEMENT, INC.

7700 East Arapahoe Road
Suite 265
Centennial, Colorado 80112-6108
Tel: 303-770-6700

About SCHAEFER FINANCIAL MANAGEMENT, INC.

SCHAEFER FINANCIAL MANAGEMENT, INC, formally registered with the SEC as SCHAEFER FINANCIAL MANAGEMENT, INC. The firm was established in 04/12/1989. They have over 1 offices throughout the country.

SCHAEFER FINANCIAL MANAGEMENT, INC. is a Centennial, Colorado based Financial Planning firm with nearly $888,301,693 assets under management, offering retirement planning & investment advisory services to 1748 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110110
SEC#	801-34341
Assets Managed by Firm	$888,301,693
No. of Clients	1748
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1748	$888,301,693
Individuals (other than high net worth individuals)	214	$97,081,092
High net worth individuals	200	$791,220,601

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