Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > maryland > rockville > SCHAEFFER FINANCIAL LLC
SCHAEFFER FINANCIAL LLC
4612 Great Oak Road
Rockville, Maryland 20853
Tel: 301-933-5550
About SCHAEFFER FINANCIAL LLC
SCHAEFFER FINANCIAL LLC, formally registered with the SEC as SCHAEFFER FINANCIAL LLC. The firm was established in 01/03/2005. They have over 4 offices throughout the country.
SCHAEFFER FINANCIAL LLC is a Rockville, Maryland based Financial Planning firm with nearly $223,248,023 assets under management, offering retirement planning & investment advisory services to 435 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 133697 |
| SEC# | 801-63790 |
| Assets Managed by Firm | $223,248,023 |
| No. of Clients | 435 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (NEGOTIATED RATES BASED ON EST. TIME SPENT ON SPECIFIC PROJECT)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 435 | $223,248,023 |
| Individuals (other than high net worth individuals) | 53 | $77,605,760 |
| High net worth individuals | 184 | $145,642,263 |
More Retirement Planning firms in Rockville, Maryland:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Rockville, Maryland