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Home > Retirement Planners > pennsylvania > sewickley > AUFMAN ASSOCIATES INC
AUFMAN ASSOCIATES INC
2200 Georgetown Drive
Suite 401
Sewickley, Pennsylvania 15143
Tel: 724-934-5600
About AUFMAN ASSOCIATES INC
AUFMAN ASSOCIATES INC, formally registered with the SEC as AUFMAN ASSOCIATES INC. The firm was established in 06/21/1983. They have over 1 offices throughout the country.
AUFMAN ASSOCIATES INC is a Sewickley, Pennsylvania based Financial Planning firm with nearly $808,380,423 assets under management, offering retirement planning & investment advisory services to 240 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104622 |
| SEC# | 801-19122 |
| Assets Managed by Firm | $808,380,423 |
| No. of Clients | 240 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- 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 | 240 | $808,380,423 |
| Individuals (other than high net worth individuals) | 83 | $40,450,482 |
| High net worth individuals | 154 | $758,364,500 |
| Charitable organizations | Fewer than 5 clients | $9,565,441 |
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|---|---|---|---|
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| $501,645,588,245 | 80 | 101 | |
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