SCHAFFER & COMPANY ASSET MANAGEMENT, INC.

3205 Mount Read Blvd.
Rochester, New York 14616
Tel: 585-621-3300

About SCHAFFER & COMPANY ASSET MANAGEMENT, INC.

SCHAFFER & COMPANY ASSET MANAGEMENT, INC, formally registered with the SEC as SCHAFFER & COMPANY ASSET MANAGEMENT, INC. The firm was established in 04/16/2015. They have over 1 offices throughout the country.

SCHAFFER & COMPANY ASSET MANAGEMENT, INC. is a Rochester, New York based Financial Planning firm with nearly $62,822,949 assets under management, offering retirement planning & investment advisory services to 476 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	138463
SEC#	801-92168
Assets Managed by Firm	$62,822,949
No. of Clients	476
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	476	$62,822,949
Individuals (other than high net worth individuals)	264	$39,299,303
High net worth individuals	27	$23,109,849
Corporations or other businesses	7	$413,797

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