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SHAFFER CAPITAL
550 Polaris Parkway
Suite 130
Westerville, Ohio 43082
Tel: 614-891-1200
About SHAFFER CAPITAL
SHAFFER CAPITAL, formally registered with the SEC as SHAFFER CAPITAL. The firm was established in 07/13/2020. They have over 1 offices throughout the country.
SHAFFER CAPITAL is a Westerville, Ohio based Financial Planning firm with nearly $151,745,533 assets under management, offering retirement planning & investment advisory services to 441 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150106 |
| SEC# | 801-119045 |
| Assets Managed by Firm | $151,745,533 |
| No. of Clients | 441 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 441 | $151,745,533 |
| Individuals (other than high net worth individuals) | 166 | $77,336,091 |
| High net worth individuals | 2 | $28,398,735 |
| Pension and profit sharing plans | 10 | $41,878,137 |
| Corporations or other businesses | 2 | $4,132,570 |
More Retirement Planning firms in Westerville, Ohio:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
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